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Meld Financial Inc

4.6

About this business

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: 

Location details

3008 Pump House Rd, Birmingham, AL, 35243, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
4.610 reviews
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Daniel Pettey's profile image
Daniel Pettey 
on Google
a year ago
Michael Barker's profile image
Michael Barker 
on Google
a year ago

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 

Mary Barker's profile image
Mary Barker 
on Google
a year ago

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. 

sarah shaw's profile image
sarah shaw 
on Google
a year ago

I speak to Pat at Meld Financial regularly about Social Security and Medicare and she is very knowledgeable and an incredible resource. 

Anonymous's profile image
Anonymous 
on Google
a year ago

I speak to Pat at Meld Financial regularly about Social Security and Medicare and she is very knowledgeable and an incredible resource. 

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Frequently asked questions about Meld Financial Inc

How is Meld Financial Inc rated?

Meld Financial Inc has a 4.6 star rating with 10 reviews. 

When is Meld Financial Inc open?

Meld Financial Inc is closed now. It will open at 9:00 a.m. 

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