Georgia Bruggeman
Holliston, Massachusetts, 01746
Member Since 2005
We are strictly fee-only and earn no compensation from any recommendations. You will have peace of mind knowing that your financial affairs are receiving the attention they deserve from someone who has extensive education, knowledge and 20 years experience in the financial markets. We utilize sophisticated tools such as Monte Carlo simulation and Portfolio Optimization to maximize the probability of your achieving your financial goals.
My Location
Background Information
Years of Financial Experience
- 21
Education
- Skidmore College (BS Business Administration)
- Babson College (MBA Finance)
- Union College (BA Political Science)
Certifications and Designations
- CFP®
- NAPFA-RA
Association Memberships
- FPA
- NAPFA
- CFA Insitute
Methods of Compensation
- Financial Planning: Fixed fee, Hourly fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Semi-Annually)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 119679
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Meridian Financial
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, In depth reviews of variable life insurance and annuities to determine if there is a better product for you.
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Visit Website - http://www.meridianfinancial.net
