Meridian Retirement solutions LLC

Larry provided a path forward for better finanical security in terms of a "pension." The process was painless. He's also advised on other financial matters. Very professional and accomodating.
Sep 14th, 2021

My wife and I are both retired educators, so financial planning was something we had no training in. Larry has been very helpful in assessing our present savings and giving us good guidance for the future.
Jul 30th, 2021

Jul 22nd, 2021

Larry Goldstein helped us to determine how we can retire and make our funds last both our lifetimes and leave a legacy to our children. Thank you for your assistance and creative planning.
Jan 23rd, 2021

Glad to have the opportunity to write a review for Larry Goldstein and team. I wanted to move my investments to someone who could help me really plan for retirement, review how to optimize my tax efficiencies and find investment vehicles that will protect me over the long haul, including Roth IRA and others. I did quite a bit of research including attending dinners for several advisors as well as a class at the local college to make sure I understood all the issues and would make a selection that suited me, where I am in my life plan and could find someone I trusted who would watch out for my best interest via a fiduciary relationship. Larry ticked all the boxes, presented a cogent income plan that I was very comfortable with and continues to work to get me to my goals. I would recommend you meet and talk to Larry about how he can help you too.
Jun 24th, 2020