Your Meridian Advisor for All Investment Issues
In this constantly shifting economy, your investments are increasingly in need of custom-tailored financial plans to help them meet your specific goals and requirements. Our firm is committed to developing solutions that are on target with your needs, and to implement them competently, responsibly and with confidence. It is our policy to provide independent and sound investment advice whatever your financial situation.
What Distinguishes Us
Expert advice that achieves optimal results: Learn more about the practices that set us apart from the competition. Meridian Financial Group is your trusted source for investment guidance.
What We Do
Meridian Financial Group focuses on providing sound financial advice for businesses and for individuals. We take an integrated approach that takes into consideration what is most prudent and beneficial for you.
Our Services
- Investment Advice
- Asset Allocation
- 401(k) Plan Analysis
- Portfolio Management
Team
- Pete Penoyar
- Kim Trettin Penoyar
We explain your options in uncomplicated terms and help you prepare for some of
life's surprises.
It is our policy to provide independent and sound investment advice whatever your
financial situation.
