Paladin Research Report For:

Georgia Bruggeman

Meridian Financial Advisors, LLC

13 Water Street #2
Holliston, MA 01746

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

Qualifications & Membership

Firm Information

Compensation and Fees


BS Business Administration -
  • Skidmore College
MBA Finance -
  • Babson College
BA Political Science -
  • Union College
Pre Med -
  • Notre Dame
Economics -
  • Providence College

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

Additional Detailed Disclosures,-LLC-detailed-disclosure.html

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