Resources
Frequently asked questions
The questions we hear most often, answered straight. Don't see yours? Get in touch — we read every email.
What financial services does Meridian Associates provide?
We offer comprehensive financial planning, investment management, and advisory services tailored to individuals and small businesses in the Rochester area. Our team works with you to build a strategy that fits your specific goals and situation.
How do you structure your pricing?
We use a transparent fee-based model so you know exactly what you're paying for without hidden commissions. We're happy to discuss our pricing structure during an initial consultation to make sure it works for your budget.
Do you work with clients outside of Rochester?
While we're based in Rochester, NY, we can serve clients in surrounding areas and have options for remote meetings. Reach out through our site to discuss whether we're a good fit for your location.
How quickly can I get started working with you?
We typically schedule initial consultations within a few business days and can move forward based on your timeline and needs. Contact us through this site and we'll get back to you during normal business hours with available times.
What should I prepare for my first meeting?
Just bring a general overview of your financial situation—income, assets, debts, and any existing investments—along with your main goals. We'll guide you through the rest and ask clarifying questions to understand your full picture.
How often will we meet once we start working together?
Meeting frequency depends on your needs and the services you choose, but most clients meet with us quarterly or as major life changes happen. We'll establish a schedule that keeps you informed and engaged without being overwhelming.