Meridian Advisory Services, LLC Financial Planning for Preferred Customers

Our 401(k) Product

The meridian Advisory Services 401(k) product is geared toward small-to-medium sizes businesses and is provided in cooperation with Fidelity Investments- the largest manager of 401(k) plans in the country. This plan yields a high return on investment through diversified fund options and is fully compliant with current regulations. Our plan provides significant cost savings to employers over the competition. Participants are able to access a world-class website for their personal convenience.

If you are in retirement we can help design a monthly plan that helps maximize your income. Our experienced professionals will work with you to determine the correct savings and investment path for you to make sure you have enough savings to enjoy retirement. We will set up and manage a retirement portfolio that can help you achieve your goals.