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).
-
Total Assets Under Management25MILLION
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$656,262
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

MA
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.
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.