Our approach
Built around what each client actually needs
We listen first, ask the right questions, and recommend what fits — not what's easiest for us to sell. The result is work that holds up over time and clients who come back.
About
Meridian Associates Inc
Meridian Associates Inc is a Financial provider based in Rochester, NY. Contact us through this site for current hours, availability, and service questions; we respond during normal business hours.
Meridian Associates Inc works with individuals, families, and small business owners in the Rochester area who need clear guidance on financial decisions. That includes help with budgeting, planning for retirement, managing debt, or understanding options during a major life change. The team focuses on making financial information easy to follow, so clients can make informed choices without needing a background in finance.
The people at Meridian Associates believe that good financial advice should be straightforward and honest, not filled with complicated language or pressure to act fast. They take time to understand each client's situation before offering any recommendations. Their goal is to build long-term relationships based on trust, not just complete a transaction and move on.
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Investment Planning
We help you build a personalized investment strategy that aligns with your goals and timeline. Our advisors work with you to create a diversified portfolio that makes sense for your situation.
Retirement Planning
Planning for retirement doesn't have to be complicated. We'll help you understand your options, estimate what you'll need, and develop a clear path to get there.
Wealth Management
Managing multiple accounts and assets is easier when you have a partner who understands the full picture. We provide comprehensive wealth management tailored to your unique circumstances.
Financial Advisory
Life changes fast, and your financial plan should keep up. We offer ongoing advisory services to help you navigate major decisions and stay on track toward your goals.
Get in touch
Whether you have a quick question or you're ready to start a project, the easiest way to reach us is through our contact page. We respond to most inquiries within one business day.
- Address: 1861 Scottsville Rd Suite 700-B
Rochester, NY 14623