Meridian Financial Services, Inc.

Meridian Financial Services, Inc. (CRD# 175393) is a financial advisory firm headquartered in Duxbury, MA. They manage $60,182,000 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
289 Saint George St. Suite 204, Suite 204, Duxbury, MA 02332
https://www.meridianfinancialservice.com/
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $676,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Meridian Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Marc Hirtle, financial advisor Duxbury MA
Marc M. Hirtle
CRD#: 2795999
289 Saint George St. Suite 204, Suite 204, Duxbury, MA 02332

Marc Hirtle (CRD# 2795999) is an Investment Advisor Representative working at Meridian Financial Services, Inc. in Duxbury, MA and has over 27 years of experience in the finance industry.

2
Mary Hirtle, financial advisor Duxbury MA
Mary G. Hirtle
CRD#: 6460900
289 Saint George St. Suite 204, Suite 204, Duxbury, MA 02332

Mary Hirtle (CRD# 6460900) is an Investment Advisor Representative working at Meridian Financial Services, Inc. in Duxbury, MA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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