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Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL. We specialize in financial planning, investment management, and employee and executive benefits for individuals and families, trusts, foundations and institutions. We provide independent and objective services melded with customer-driven financial goals. At Meld Financial, the recommendations we offer and the decisions we make originate from our guiding principle:
3008 Pump House Rd, Birmingham, AL, 35243, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
The team at Meld is knowledgeable, friendly and available. They provide our family with all the resources and guidance we need to meet our retirement goals. We highly recommend the Team at Meld Financial to help you meet your financial and retirement goals
The team at Meld makes our financial planning and retirement planning easy. They are thoughtful and informed. We highly recommend Meld Financial and the team for your wealth management needs.
I speak to Pat at Meld Financial regularly about Social Security and Medicare and she is very knowledgeable and an incredible resource.
I speak to Pat at Meld Financial regularly about Social Security and Medicare and she is very knowledgeable and an incredible resource.
Meld Financial Inc has a 4.6 star rating with 10 reviews.
Meld Financial Inc is closed now. It will open at 9:00 a.m.
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