Meridian Retirement Solutions LLC
About the Business
Meridian Retirement Solutions LLC is a finance institution located in Boca Raton, Florida, United States. We specialize in providing retirement planning and financial solutions to help individuals achieve their long-term financial goals. Our team of experienced professionals is dedicated to helping clients navigate the complexities of retirement planning and investment management. With a focus on personalized service and tailored strategies, we strive to empower our clients to make informed decisions and secure their financial future. Visit us at 7284 West Palmetto Park Road to learn more about how Meridian Retirement Solutions LLC can help you plan for a comfortable and secure retirement.
Photos
Location & Phone number
7284 W Palmetto Park Rd Suite 101, Boca Raton, FL 33433, United States
Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Larry is extremely thoughtful and personable. He is never pushy and always keeps my welfare first. Additionally he is always prompt which is a rarity in Florida. I wholeheartedly recommend Larry to any prospective clients."
"I highly recommend Larry. He has been invaluable in getting our finances streamlined, organized and producing the benefits intended. He is knowledgable, competent and always available for big issues or small questions, always a phone call away. Most of all, we consider him an honorable person that is looking out for the good of his clients."
"Larry has always been looking out for our best interests,as a fiduciary and has become a good friend over the years and has put us into some great positions,and has increased our portfolio from day one.I would recommend him to anyone who is looking for a great advisor."
"We usually do not write many reviews but in this case we felt that the support that Larry provided was extraordinary and wanted to expand. Larry helped us with finding the right annuity product among a lot of information and a large number of different offerings that are out there. He patiently explained the various types of annuity products and which ones would fit into our fiscally conservative retirement strategy. He was quick to respond as we "molded" our selections and he keeps us up to date on this ever-changing industry. This is very important these days as newer, more modern solutions are very attractive and are released all the time. Larry stays on top of it and we appreciate his approach and diligence to find the right plan for you! Dave & Michelle"
"My late husband chose Larry Goldstein for a financial advisor based on the fact that he reached out for quite some time and was not overly aggressive and waited for us to be ready to meet with him. When my husband passed, Larry was wonderful and helping me reinvest our money. I would not hesitate to recommend him as a financial advisor."
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