Meridian Financial Services
Accounting for Legal Practices · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
128 Warren Ave # 2, Plymouth, Massachuse...Phone Number
(774) 404-7931Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Meridian Financial Services
Meridian Financial Services is a comprehensive financial planning and accounting firm located in Greater Boston, specializing in personal financial planning and tax services for individuals, couples, and families. They also cater to tech startups, providing financial advice, bookkeeping, and operational support to early-stage companies. Led by a husband and wife team with nearly 30 years of experience, they prioritize building strong client relationships and understanding their clients' unique financial goals. Their services include wealth management, white glove accounting, payroll support, and benefits management, aimed at helping busy professionals and entrepreneurs achieve financial clarity and success.Explore more
Meridian Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Meridian Financial Servic...
<$5M
1-10
Private
<$5M
2010
SM
Samantha MackenzieSenior Manager, Accounting
Company Profile Activity
Activity Insights
Meridian Financial Services is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Meridian Financial Services is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Meridian Financial Services.
Meridian Financial Services financials insights
Gather financial insights about Meridian Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$79K
Meridian Financial Services Tech Stack
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Frequently Asked Questions Regarding Meridian Financial Services
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Meridian Financial Services is a comprehensive financial planning and accounting firm located in Greater Boston, specializing in personal financial planning and tax services for individuals, couples, and families. They also cater to tech startups, providing financial advice, bookkeeping, and operational support to early-stage companies. Led by a hu... Read More
