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Meredith Wealth Planning

5.0

About this business

Location details

6300 E Main St, Maryville, IL, 62062, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 4:30 p.m.
Tue8:00 a.m. to 4:30 p.m.
Wed8:00 a.m. to 4:30 p.m.
Thu8:00 a.m. to 4:30 p.m.
Fri8:00 a.m. to 4:30 p.m.
SatClosed
SunClosed
5.018 reviews
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David Mooshegian's profile image
David Mooshegian 
on Google
2 months ago

I have been with Mark since he first opened his doors at Meredith Wealth Planning. He has proven himself to be not only trustworthy but also an invaluable resource for any financial questions that come up along the way. He is incredibly responsive and has provided me with comfort with my finances. He has extensive historic market knowledge and can see beyond the craziness of our (sometimes) turbulent economic climate. I have been very pleased with his performance. The flat rate model is great because he is not pushing risky ... read more

Ryan McCarty's profile image
Ryan McCarty 
on Google
a year ago
Me's profile image
Me 
on Google
a year ago

Mark always takes care of me, especially since I know nothing about investing. I trust him & he explains anything I need to know. He's a very personable & caring guy. I wouldn't want anyone else to work with. 

Margaret Posey's profile image
Margaret Posey 
on Google
a year ago

Extremely responsive, always great to work with!!! 

Gloria Staley's profile image
Gloria Staley 
on Google
2 years ago

Our last visit resulted in a better result for my portfolio. Mark made positive moves with my investments. 

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Frequently asked questions about Meredith Wealth Planning

How is Meredith Wealth Planning rated?

Meredith Wealth Planning has a 5 star rating with 18 reviews. 

When is Meredith Wealth Planning open?

Meredith Wealth Planning is closed now. It will open on Monday at 8:00 a.m. 

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