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Georgia + Bruggeman - Financial Advisor in Holliston, MA

Paladin Research Report For:

Georgia Bruggeman

Meridian Financial Advisors, LLC

13 Water Street #2
Holliston, MA 01746
508-429-2600

General Information

Firm Start Year
  • 1922
CRD#
  • 119679
Firm CRD#
  • 119679
Name of Custodial Firm
  • TD Ameritrade
Years of Experience in Financial Services
  • 29
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Individuals, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®

Firm Information

Advisor's Number of Clients
  • 123
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
    -

BASIC INFORMATION NEEDED FOR THE INQUIRY