Meridian Financial, LLC

Meridian Financial, LLC (CRD# 119679) is a financial advisory firm headquartered in Holliston, MA. They manage $76,000,000 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $835,165
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Meridian Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeanne F. Bernardin
CRD#: 2206758
13 Water Street, Holliston, MA 01746
96
Wealthminder
score

Jeanne Bernardin (CRD# 2206758) is an Investment Advisor Representative working at Meridian Financial, LLC in Holliston, MA and has over 8 years of experience in the finance industry. Jeanne Bernardin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Georgia G. Bruggeman
CRD#: 1433089
13 Water Street, Suite 2, Holliston, MA 01746
90
Wealthminder
score

Georgia Bruggeman (CRD# 1433089) is an Investment Advisor Representative working at Meridian Financial, LLC in Holliston, MA and has 1 year of experience in the finance industry. Georgia Bruggeman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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