MEG Wealth Management

MEG Wealth Management Financial consultant in

MEG Wealth Management is a trusted financial consultancy firm dedicated to guiding clients in achieving their financial goals. With a team of experienced advisors, they offer personalized financial planning, investment management, and retirement strategy services. Located in the Eastern Time Zone, MEG Wealth Management operates during convenient hours from Monday to Friday, with brief availability on Saturdays, ensuring clients can easily schedule consultations to suit their busy lives. Known for their comprehensive and client-centric approach, they have garnered positive feedback from their clientele, reflecting their commitment to excellence and customer satisfaction.

Services Offered

• Financial Planning
• Investment Management
• Retirement Strategies
• Estate Planning
• Tax Optimization

Contact Information

Operating Hours:
Monday to Friday: 9 AM - 5 PM
Saturday: 10 AM - 12 PM
Sunday: Closed

Timezone: America/New_York

Client Testimonials

Clients appreciate the personalized service and expertise provided by MEG Wealth Management, often highlighting their tailored strategies and clear communication. Their ability to demystify complex financial concepts is frequently praised.

Cost Ranges

The cost of services at MEG Wealth Management can vary depending on the level of service and complexity of the financial needs. Generally, clients can expect to pay for services on a fee-based structure, which may include hourly fees, flat fees for specific services, or a percentage of assets under management. It's best to contact them directly for a detailed consultation and tailored quote.

Local Tips

Located within a vibrant community, MEG Wealth Management is easily accessible by public transportation and offers ample parking facilities for clients who prefer to drive. Nearby amenities include a variety of dining options and coffee shops, perfect for a quick meeting or casual discussion before or after your appointment.

FAQs

What should I bring to my first consultation?

It's recommended to bring any relevant financial documents, such as recent tax returns, investment statements, and retirement account information, to help the advisors gain a clear understanding of your financial situation.

How often should I review my financial plan?

Regular reviews are essential to ensure your financial plan remains aligned with your goals. Most clients benefit from an annual review, although more frequent consultations may be necessary if there are significant changes in your financial situation.

Monday: 9AM-5PM | Tuesday: 9AM-5PM | Wednesday: 9AM-5PM | Thursday: 9AM-5PM | Friday: 9AM-5PM | Saturday: 10AM-12PM | Sunday: Closed
America/New_York time zone
average rating from reviews for MEG Wealth Management: