Meridian Financial Associates

Meridian Financial Associates is a Financial Planner in Wilkes-Barre, PA, located at 1140 PA-315 Suite 203. It holds a rating of 0.00 based on 0 reviews. The firm advocates for entrepreneurs, families, and individuals, offering asset protection strategies to prioritize and protect cash flow against risks like lawsuits, job loss, and disability. Their retirement planning focuses on utilizing assets to enjoy golden years without worry, contrasting with traditional methods that hoard nest eggs. The firm provides investment advice and wealth management, helping clients avoid bad decisions, build tax-efficient diversified portfolios, and implement low-cost investments. Estate planning services are designed to transfer wealth to family and charities with tax and fee minimization. Business strategies are offered to startup and small business owners, providing a holistic approach to gain competitive advantage. The team also assists with executive and group benefits, balancing costs and creating compelling compensation packages. The firm was founded by Brian Dougher, Ian Hastings, Chris Foder, and Nick Zapoticky, who met while working at First Financial Group. They blend experience, specialization, and shared values to help clients protect their income and create a path toward long-term freedom. The office is located at 1140 Highway 315, Suite 203, Wilkes Barre, PA 18711.

BizScoreAI awarded the firm a Technical score of 88 out of 100, ensuring the website is secure and indexable so search engines can read it without errors. The Discoverability score of 75 out of 100 confirms that AI crawlers can access every page, which is the essential first step for AI assistants to recommend the business. Additionally, the firm ranks number 2 of 6 Financial Planner businesses that BizScoreAI has scored in Wilkes-Barre.