Meridian Special Needs Planning

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

1904 W Parkside Ln Ste 100, Phoenix, Ari...

Phone Number

(480) 561-3904

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Meridian Special Needs Planning

Meridian Special Needs Planning, LLC is a financial advisory firm based in Arizona that specializes in providing comprehensive financial planning services for individuals and families caring for loved ones with disabilities. With nearly a decade of experience, the firm offers tailored solutions in areas such as special needs planning, guardianship, estate planning, and government benefit eligibility. Their dedicated team understands the complexities and emotional challenges faced by families in the special needs community and aims to provide peace of mind through personalized planning. Serving clients across all 50 states, Meridian is committed to addressing the unique needs of each family to ensure a secure future for their loved ones.Explore more
Popular SearchesMeridian Special Needs PlanningMeridian Financial Group LLCMeridian Special Needs Planning LLCSpecial Needs Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Meridian Special Needs Planning Org Chart

PhoneEmail
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United States flag for contact location.

Financial Planner

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United States flag for contact location.

Financial Planner

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PhoneEmail
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Number of Employees

Type

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Founded In

Top Executive

Meridian Special Needs Pl...

<$5M
1-10
Private
-
2019
NB
Nathan BucklesFinancial Planner
<$5M
11-50
Private
-
1998
LC
Leon ColafrancescoPresident & Chief Compliance Officer
<$5M
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-
2019
N/A
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2015
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
AB
Ashley BollmanLicensed Client Services Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Meridian Special Needs Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Meridian Special Needs Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Meridian Special Needs Planning.

Meridian Special Needs Planning Tech Stack

A closer look at the technologies used by Meridian Special Needs Planning

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Frequently Asked Questions Regarding Meridian Special Needs Planning

What is Meridian Special Needs Planning's official website?
Meridian Special Needs Planning's official website is www.meridiansnp.com
What is Meridian Special Needs Planning's Revenue?
Meridian Special Needs Planning's revenue is <$5 Million
What is Meridian Special Needs Planning's SIC code?
Meridian Special Needs Planning's SIC: 62,628
What is Meridian Special Needs Planning's NAICS code?
Meridian Special Needs Planning's NAICS: 52,523
How many employees does Meridian Special Needs Planning have?
Meridian Special Needs Planning has 1-10 employees
What industry does Meridian Special Needs Planning belong to?
Meridian Special Needs Planning is in the industry of: Finance, Securities Trading
What is Meridian Special Needs Planning competition?
Meridian Special Needs Planning top competitors include: Vertex Capital Advisors, Copper Canyon Wealth Management, Eleven Point Financial Advisors, Ironhorse Wealth Management
What technology does Meridian Special Needs Planning use?
Some of the popular technologies that Meridian Special Needs Planning uses are: Proofpoint, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Meridian Special Needs Planning?
Meridian Special Needs Planning contact info: Phone number: (480) 561-3904 Website: www.meridiansnp.com
What does Meridian Special Needs Planning do?

Meridian Special Needs Planning, LLC is a financial advisory firm based in Arizona that specializes in providing comprehensive financial planning services for individuals and families caring for loved ones with disabilities. With nearly a decade of experience, the firm offers tailored solutions in areas such as special needs planning, guardianship,... estate planning, and government benefit eligibility. Their dedicated team understands the complexities and emotional challenges faced by families in the special needs community and aims to provide peace of mind through personalized planning. Serving clients across all 50 states, Meridian is committed to addressing the unique needs of each family to ensure a secure future for their loved ones.Read More

Is Meridian Special Needs Planning a public company?
Meridian Special Needs Planning is private company therefore does not currently have an official ticker symbol
See more information about Meridian Special Needs Planning

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