MERIDIAN WEALTH + RETIREMENT
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1037C Truman St
Kimberly, WI 54136 - 920-830-4962
Hours
Chamber Rating
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Joseph Stradel
Tom has been easy to work with, without pressure of selling products to me. I hopefully have a long time before I retire but so far I've been satisfied.
Mar 10th, 2020 -
Sean Fraser
I needed some help with the selling of some stock investments I'd made many years ago and didn't have all the paperwork anymore. Tom was great to work with and made it all very easy even with the many forms required. I'd recommend him to anyone who needs good advice and wants to be treated well!
Jun 7th, 2019 -
Butch Mallmann
After my company closed, I needed a place and Help with Rolling Over my 401k & Profit Sharing
May 30th, 2017
Contact Info
- 920-830-4962
Questions & Answers
Q What is the phone number for MERIDIAN WEALTH + RETIREMENT?
A The phone number for MERIDIAN WEALTH + RETIREMENT is: 920-830-4962.
Q Where is MERIDIAN WEALTH + RETIREMENT located?
A MERIDIAN WEALTH + RETIREMENT is located at 1037C Truman St, Kimberly, WI 54136
Q What is the internet address for MERIDIAN WEALTH + RETIREMENT?
A The website (URL) for MERIDIAN WEALTH + RETIREMENT is: http://www.meridianwr.com/
Q What days are MERIDIAN WEALTH + RETIREMENT open?
A MERIDIAN WEALTH + RETIREMENT is open:
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 3:00 PM
Saturday: Closed
Q How is MERIDIAN WEALTH + RETIREMENT rated?
A MERIDIAN WEALTH + RETIREMENT has a 5.0 Star Rating from 2 reviewers.
Hours
Related Categories
Ratings and Reviews
MERIDIAN WEALTH + RETIREMENT
Overall Rating
Overall Rating
( 2 Reviews )Joseph Stradel on Google
Tom has been easy to work with, without pressure of selling products to me. I hopefully have a long time before I retire but so far I've been satisfied.
Sean Fraser on Google
I needed some help with the selling of some stock investments I'd made many years ago and didn't have all the paperwork anymore. Tom was great to work with and made it all very easy even with the many forms required. I'd recommend him to anyone who needs good advice and wants to be treated well!
Butch Mallmann on Google
After my company closed, I needed a place and Help with Rolling Over my 401k & Profit Sharing
Overall Rating
Overall Rating
( 2 Reviews )Write a Review
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