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Jason Meredith, CPA, CFP®

Sunburst Financial

5295 Birdsong Rd
Birmingham, AL 35242
Phone: (205) 907-3338
Fax: (205) 995-7689

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.