Meridian Financial Services, Inc.

Meridian Financial Services, Inc. (CRD# 175393) is a financial advisory firm headquartered in Plymouth, MA. They manage $24,937,967 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3 Village Green North, Suite 301, Plymouth, MA 02360
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $656,262
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Marc Hirtle, financial advisor Plymouth MA
Marc M. Hirtle
CRD#: 2795999
3 Village Green North, Suite 301, Plymouth, MA 02360
96
Wealthminder
score

Marc Hirtle (CRD# 2795999) is an Investment Advisor Representative working at Meridian Financial Services, Inc. in Plymouth, MA and has over 21 years of experience in the finance industry. Marc Hirtle 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
Mary Hirtle, financial advisor Plymouth MA
Mary G. Hirtle
CRD#: 6460900
3 Village Green North, Suite 301, Plymouth, MA 02360
88
Wealthminder
score

Mary Hirtle (CRD# 6460900) is an Investment Advisor Representative working at Meridian Financial Services, Inc. in Plymouth, MA and has 1 year of experience in the finance industry.

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