Meridian Financial Strategies

2606 N Bluff St Ste 99, Fulton, MO 65251

More Business Info

Extra Phones

Jefferson City, MO Office: 573-659-2700

Services/Products
I help people plan for retirement and stay retired. We develop an investment plan based on One's risk tolerance. The purpose of the money. And the timeline for investment. Then we make sure the client understands exactly what We're doing including costs,etc. Then we tweak the plan according to the Client's desires and then implement it. After that we follow it very closely making sure it preforms as presented and checking closely for any weaknesses in specific companies. etc. It's a buy it and watch it closely strategy. Not a it and forget it philosophy. Paul Childress 573-301-0144.
Associations
FINRA, SIPC
Categories
Investments, Financial Services, Investment Securities, Retirement Planning Services, Stock & Bond Brokers