Meridian Trust & Investment Company
Investment Management, 109 S Northshore Dr, Knoxville, Tennessee, 37919, United States, 11-50 Employees
Phone Number: +18*********
Who is MERIDIAN TRUST & INVESTMENT COMPANY
Meridian Trust & Investment Company, LLC, is a financial counseling firm focused on preserving clients' assets and controlling risk. We provide portfolio management, financial planning, r...
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Headquarters: 109 S Northshore Dr, Knoxville, Tennessee, 37919, United States
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Date Founded: 1997
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Employees: 11-50
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Revenue: $25 Million to $50 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6021
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NAICS Code: 522110 |
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Frequently Asked Questions Regarding Meridian Trust & Investment Company
Answer: Meridian Trust & Investment Company's headquarters are located at 109 S Northshore Dr, Knoxville, Tennessee, 37919, United States
Answer: Meridian Trust & Investment Company's phone number is +18*********
Answer: Meridian Trust & Investment Company's official website is https://trustmeridian.com
Answer: Meridian Trust & Investment Company's revenue is $25 Million to $50 Million
Answer: Meridian Trust & Investment Company's SIC: 6021
Answer: Meridian Trust & Investment Company's NAICS: 522110
Answer: Meridian Trust & Investment Company has 11-50 employees
Answer: Meridian Trust & Investment Company is in Investment Management
Answer: Meridian Trust & Investment Company contact info: Phone number: +18********* Website: https://trustmeridian.com
Answer: Meridian Trust & Investment Company, LLC, is a financial counseling firm focused on preserving clients' assets and controlling risk. We provide portfolio management, financial planning, retirement plan administration, and trust services. Meridian has been assisting clients accumulate wealth since being granted trust powers in 1997, and today manages over a billion dollars' worth of assets. Our investment management services extend to personal accounts, trust accounts, retirement plan accounts, rollover IRAs, college education savings accounts, and more. In order to help our clients reach their retirement and investment goals, Meridian designs personalized, long-term investment plans. The development of each wealth management strategies includes identifying client goals and objectives through discussion; assessing risk tolerance, tax status, time horizons and any other preferences and circumstances unique to each client; and determining the appropriate amount to invest and in which asset classes. We continue to monitor the investments chosen and periodically rebalance accounts in order to proactively pursue clients' investment objectives. Meridian Trust strives to provide superior financial counseling and management to the most aggressive and the most conservative investor.
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