GeorgiaBruggeman- Financial Advisor Holliston, MA

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About Georgia Bruggeman

Every client presents a financial puzzle. We help them put the financial pieces together in a way that they understand and that makes sense. One of the most frequent remarks clients make after the initial planning process is complete is "I am so relieved". From college funding to Long Term Care we help you develop a secure financial future.

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General Information

Firm Start Year

1922

CRD#

1433089

Firm CRD#

119679

Name of Custodial Firm

TD Ameritrade

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors

Advisory Services Provided

401K Rollovers, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Portfolio Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Firm Information

Advisor's Number of Clients

Assets Managed by Advisor

$500000

Compensation and Fees

Compensation Methods

Flat Fee, Hourly, Based on Assets

Education

BS Business Administration -

Skidmore College
-

MBA Finance -

Babson College
-

BA Political Science -

Union College
-

Pre Med -

Notre Dame
-

Economics -

Providence College
-

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886526/paladinregistry-Meridian-Financial-Advisors,-LLC-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Georgia Bruggeman

Meridian Financial Advisors, LLC