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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 |
I been a clint for many years. Mark is very detailed and always responsive.
Mark really cares and goes the extra mile to help
My wife and I recently signed on with Meredith Wealth Planning. We inherited an advisor and his large investment company which was fine for a while. However, it was challenging to understand the investments we were in and the associated fees. Once we learned about AUM and how that would apply to our portfolio, we began to look for other options. Meredith stood out to us as great option and we have not been disappointed. Scott has been proactive and transparent with us. We know what fees we are paying, we understand our inves... read more
We have been with Mark for a few years now. He is always helpful and friendly. He has guided our wealth management through bumpy economic times. He has always steered us on the right path. Glad to be with the Meridith team.
Frequently asked questions about Meredith Wealth Planning
How is Meredith Wealth Planning rated?
Meredith Wealth Planning has a 5 star rating with 39 reviews.
When is Meredith Wealth Planning open?
Meredith Wealth Planning is open now. It will close at 4:30 p.m.
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