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Meredith Wealth Planning
- Financial Services
- Maryville, IL
About this business
Location details
6300 E Main St, Maryville, IL, 62062, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:30 p.m. | |
| Tue | 8:00 a.m. to 4:30 p.m. | |
| Wed | 8:00 a.m. to 4:30 p.m. | |
| Thu | 8:00 a.m. to 4:30 p.m. | |
| Fri | 8:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been working with Mark Meredith at Meredith Wealth Planning for about 5 years now. During my career with three different very large U.S. companies I had always invested fully in the 401 plans and IRAs they offered for over 50 years. I also managed my wife and my personal investment accounts, and company plans as well, and feel I did a decent job. My Dad who was a retired meat packer and farmer enjoyed investing and told me many times, "you must save for old age, because no one will take care of you if you don't save"... read more
We have experienced great client focus and attentive support from Meredith Wealth Planning. I've been a client for many years now and have been very satisfied with the expert financial and tax strategies recommended by Mr. Meredith and the overall management of my portfolio.
Outstanding service and expertise. Mark is professional, honest, and truly takes the time to listen. He made a complex financial plan easy to understand and gave me tremendous peace of mind about my financial future. Highly recommend!"
We met Mark when he became our financial advisor at our local bank. We knew right away we were in expert hands. We watched our investments start to grow and the relationship continued till we were notified our bank was bought out. Mark was leaving the bank and it was an easy decision to follow him when he started his own financial firm. It has been many years now with Meredith Wealth Planning, and we continue to feel our investments are being watched and expertly managed everyday. As a foot note, we really enjoy the time he ... read more
We have been investing with Mark for over a decade. He is honest, trustworthy and we have done very well with our portfolios. He always takes the time to answer all of our questions. Our meetings are never rushed. He even sat down with both of our teens and explained financial planning. They both opened accounts too. Our whole family highly recommends Meredith Wealth Planning.
Frequently asked questions about Meredith Wealth Planning
How is Meredith Wealth Planning rated?
Meredith Wealth Planning has a 5 star rating with 32 reviews.
When is Meredith Wealth Planning open?
Meredith Wealth Planning is closed now. It will open at 8:00 a.m.
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