Client Forms
Defining Investment Objectives
Information Gathering Booklet
Form CRS (Customer Relationship Summary)
Meridian Financial Advisors
Serving clients in Massachusetts and New Hampshire
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Our Affiliations
We are honored to belong to organizations that empower consumers and ensure a high levels of care and service. We support the efforts of leading industry associations like NAPFA and the CFP Board to ensure that advisors avoid conflicts of interests and put clients first. We believe in the fiduciary standard of care as a requirement for the financial advice industry because it holds advisors accountable to their clients.
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