Meredith Wealth Planning - Maryville, Illinois

Okay, here’s a detailed description of Meredith Wealth Planning, presented in a formal and helpful tone, suitable for someone seeking financial planning services:

Meredith Wealth Planning: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Meredith Wealth Planning stands out as a highly reputable and accessible firm. Located in Maryville, Illinois, at 6300 E Main St, 62062, Meredith Wealth Planning offers a personalized approach to wealth management, prioritizing client needs and long-term financial security. They are easily reachable at 87446755 and can be found online at meredithwealth.com.

About Meredith Wealth Planning

Meredith Wealth Planning distinguishes itself through a commitment to building strong, trusting relationships with its clients. The firm specializes in developing tailored strategies encompassing retirement planning, investment management, estate planning, and education funding. They take a holistic approach, considering all facets of a client’s financial life to create a cohesive and effective plan. Their core focus is on helping clients achieve their unique goals, whether it’s securing a comfortable retirement, funding their children’s education, or preserving their wealth for future generations.

Key Features & Accessibility

Here’s a breakdown of what makes Meredith Wealth Planning a noteworthy choice:

• Specialties: Financial Planning – with a particular strength in retirement and investment strategies.
• Accessibility: The firm is remarkably accessible, boasting a wheelchair-accessible entrance, parking lot, and restroom. This demonstrates a strong commitment to inclusivity and serving a diverse clientele.
• Convenience: Appointments are required, and appointments are strongly recommended to ensure dedicated attention and thorough planning.

Client Feedback & Reputation

Meredith Wealth Planning has garnered consistently positive feedback within the community. Currently, they hold 15 reviews on Google My Business, boasting an impressive average opinion of 5/5. These reviews consistently highlight the firm’s professionalism, knowledge, and client-centric approach. Clients frequently praise the team’s ability to clearly explain complex financial concepts and their dedication to acting in the client’s best interest.

Contact Information & Further Details

To schedule a consultation or learn more about Meredith Wealth Planning's services, please utilize the following:

Address: 6300 E Main St, Maryville, IL 62062
Phone: 87446755
* Website: meredithwealth.com

We encourage anyone seeking a reliable and dedicated financial planner to consider Meredith Wealth Planning. Their commitment to accessibility, coupled with their strong client testimonials, makes them an excellent resource for achieving financial well-being.

👍 Reviews of Meredith Wealth Planning

David M.

5/5

I have been with Mark since he first opened his doors at Meredith Wealth Planning. He has proven himself to be not only trustworthy but also an invaluable resource for any financial questions that come up along the way. He is incredibly responsive and has provided me with comfort with my finances. He has extensive historic market knowledge and can see beyond the craziness of our (sometimes) turbulent economic climate. I have been very pleased with his performance. The flat rate model is great because he is not pushing risky services or tactics on my investment portfolio. I highly recommend his services.

Mindy R.

5/5

Mark always takes care of me, especially since I know nothing about investing. I trust him & he explains anything I need to know. He's a very personable & caring guy. I wouldn't want anyone else to work with.

Annie R.

5/5

Mark is an excellent financial advisor for my husband and I. Admittedly, this is not an area I feel very knowledgeable in, but he always takes time to educate me on what we are doing and why. He is very patient and thorough. He would be an excellent fit for a large business mogul or a finance novice like me. Very versatile to his audience!

Michael W.

5/5

Mark has great attention to detail and works hard to keep in touch with you all year long. He truly cares about your future and your knowledge of where your at along the way!

JoAnn B.

5/5

We finally have someone we trust with out money. The other advisors were out there to fatten their pockets.In these trying times, we are doing pretty good; more than we have done in past years. Thank you.

Bart S.

5/5

Meredith Wealth Planning does an outstanding job of managing investments and providing insight and analysis on other personal financial matters.

Gloria S.

5/5

Our last visit resulted in a better result for my portfolio. Mark made positive moves with my investments.

Dan H.

5/5

Excellent service, good planning, trustworthy, knows his clients! highly recommended.