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Georgia G. Bruggeman, CFP®

Meridian Financial Advisors, LLC

13 Water St
Ste 2
Holliston, MA 01746-2375
Phone: (508) 429-2600
Fax: (508) 429-2600

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

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