Meld Financial
Finance · Alabama, United States · 1-10 Employees
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Overview
Headquarters
3008 Pump House Rd, Vestavia, Alabama, 3...Phone Number
(205) 967-4200Website
www.meldfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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Apr
May
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Jul
ZI Rank
1
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1
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1
About Meld Financial
Meld Financial, Inc. is an independent wealth management firm based in Birmingham, AL, specializing in financial planning, investment management, and employee benefits for individuals, families, trusts, foundations, and institutions. The firm employs a team of CERTIFIED FINANCIAL PLANNERS, investment managers, tax consultants, and wealth management specialists to provide objective services aligned with customer-driven financial goals. Meld Financial also offers educational resources through Meld University, which includes articles, seminars, and videos on various financial topics. Their unique approach includes developing a 'Financial Fingerprint' to understand clients' financial situations in detail.Explore more
Meld Financial Org Chart
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2020
Debt
$150K
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Meld Financial, Inc. is an independent wealth management firm based in Birmingham, AL, specializing in financial planning, investment management, and employee benefits for individuals, families, trusts, foundations, and institutions. The firm employs a team of CERTIFIED FINANCIAL PLANNERS, investment managers, tax consultants, and wealth management... Read More
