Coburn & Meredith, Inc. Email Format

Financial ServicesConnecticut, United States11-50 Employees

Coburn & Meredith, Inc. has been helping individuals, families, and small businesses meet their financials goals since 1934. We have held fast to our commitment of placing the interests of our clients above all else. As an independent, privately-held, financial services firm, Coburn & Meredith is able to provide each client with a personalized and comprehensive road map to meet their investment and retirement needs.

Clients choose to work with Coburn & Meredith because of our process. We are able to coordinate financial planning, estate conservation, investment management, and risk mitigation all in-house. We take the time to understand your financial needs, advise on a unified strategy, build a durable plan together, and reassess along the way to your goals. Above all else, we are advocates for our clients, who entrust us with their investment and retirement planning needs.  

At Coburn & Meredith, we take pride in our independence. We do not sell or promote any investment or insurance product. Instead, based on proprietary research and collective reporting, we are able to recommend investments and securities most appropriate for our client's unique situation. As a result, our clients feel confident in all stages of market productivity and remain at ease during their journey to financial success.

The associates at Coburn & Meredith welcome you to visit our firm's webpage to learn more about our platform and the services we can provide to you.  Please stay connected with us through LinkedIn and Twitter, where we will supply you with articles and relative material on market activity, industry news, and investment strategies.

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