Meridian Financial Services, LLC
Our Services
Investments:
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IRA Rollovers: Traditional, ROTH, Simple, SEP
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IRA setup: Traditional, ROTH, Simple, SEP
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Rollovers (Retirement Plan): 401k, 403b, 457b
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Brokerage Accounts: Setup and Transfers
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Mutual Funds
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Variable Annuities
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Fixed Income Securities
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College Savings Plans (529's)
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Alternative Investments (REIT's, Preferred Stock)
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Variable Life Insurance
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Government Securities
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Unit Investment Trust
Insurance:
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Medicare Advantage Plans (PPO, HMO & PFFS)
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Medicare Supplements (Medigap Coverage)
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Fixed Annuities
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Immediate Annuities (Income)
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Life Insurance (Whole Life, Universal, Term, & Final Expense)
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Long Term Care Planning
Other Services:
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Financial Services & Consulting
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Estate & Inheritance Planning
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Medicare Planning
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Educational Presentations
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Full Services Brokerage Accounts
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Brokerage Debit Card & Check Writing Accounts
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Tax Reduction Strategies
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College Planning
If you have any questions please e-mail or call us.