Congratulations Georgia

Georgia Bruggeman

Meridian Financial Advisors, LLC 

13 Water St
Ste. 2
Holliston, MA 01746
(508) 429-2600
(781) 799-6331
georgia@meridianfinancial.net

Financial Peace of Mind

• Providing personal attention to clients for 20 years
• Independent, fee-only, no commissions or 12-B1 fees
• Focus on downside protection and tax minimization

Click to view my full profile

Area of Focus: Portfolio Management, Comprehensive Wealth Management

Designations: CFP, MBA

Advisor is licensed/registered to do business with U.S. residents in the states of: MA

Member: CFA Institute, NAPFA, Advisor Background Check, FPA, MD Preferred Financial Network

Meridian Financial Advisors, LLC and the FIVE STAR Program are not affiliated.

Individuals pictured within the video are not Meridian Financial Advisors, LLC clients. Actual client results and experiences will vary.

What does it mean to be named a FIVE STAR Wealth Manager?

FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.

Learn More »