Insights

Retirement Redesign Focus Meridian Financial specializes in redesigning retirement plans for business owners, executives, and professional athletes to help them transition from financial success to life significance. This unique focus presents opportunities to tailor sales pitches towards individuals seeking a personalized retirement approach.

Technology Integration The company utilizes a tech stack that includes Google Analytics, Bootstrap, YouTube, and more. Highlighting the seamless integration of technology in financial services can be a key selling point, especially when targeting clients looking for innovative solutions.

Financial Stability With a revenue range of $10M - 50M, Meridian Financial showcases strong financial stability. Leveraging this information can bolster sales efforts by emphasizing the reliability and longevity of the company within the industry.

Market Differentiation Compared to similar companies like Nova Credit Union, Meridian Financial stands out with its unique approach to financial planning and a focus on life significance. Sales strategies can emphasize this differentiation to appeal to clients looking for a more holistic wealth management approach.

Client-centric Service By guiding clients to create tailored financial plans that align with personal goals, Meridian Financial showcases a client-centric service approach. Sales professionals can leverage this aspect to position the company as a trusted partner dedicated to delivering customized solutions.

Similar companies to Meridian Financial

Meridian Financial Tech Stack

Meridian Financial uses 8 technology products and services including Google Analytics, Font Awesome, Lodash, and more. Explore Meridian Financial 's tech stack below.

  • Google Analytics
    Analytics
  • Font Awesome
    Font Scripts
  • Lodash
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • Piwik
    System Analytics & Monitoring
  • Bootstrap
    UI Frameworks
  • YouTube
    Video Players
  • AddThis
    Widgets

Media & News

Meridian Financial 's Email Address Formats

Meridian Financial uses at least 1 format(s):
Meridian Financial Email FormatsExamplePercentage
First.Last@nm.comJohn.Doe@nm.com
89%
F.Last@nm.comJ.Doe@nm.com
8%
First.Middle@nm.comJohn.Michael@nm.com
2%
Last@nm.comDoe@nm.com
1%

Frequently Asked Questions

Where is Meridian Financial 's headquarters located?

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Meridian Financial 's main headquarters is located at 1201 Edwards Mill Road Second Floor Raleigh, North Carolina 27607 US. The company has employees across 1 continents, including North America.

What is Meridian Financial 's official website and social media links?

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Meridian Financial 's official website is nm.com and has social profiles on LinkedIn.

How much revenue does Meridian Financial generate?

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As of November 2023, Meridian Financial 's annual revenue reached $16M.

What is Meridian Financial 's NAICS code?

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Meridian Financial 's NAICS code is 531312 - Nonresidential Property Managers.

How many employees does Meridian Financial have currently?

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As of November 2023, Meridian Financial has approximately 15 employees across 1 continents, including North America. Key team members include Director Of Marketing And Client Experience: C. H.Investment Operations Manager & Associate Private Wealth Advisor: E. P.Insurance Operations Manager: L. M.. Explore Meridian Financial 's employee directory with LeadIQ.

What industry does Meridian Financial belong to?

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Meridian Financial operates in the Financial Services industry.

What technology does Meridian Financial use?

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Meridian Financial 's tech stack includes Google AnalyticsFont AwesomeLodashSWFObjectPiwikBootstrapYouTubeAddThis.

What is Meridian Financial 's email format?

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Meridian Financial 's email format typically follows the pattern of . Find more Meridian Financial email formats with LeadIQ.

When was Meridian Financial founded?

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Meridian Financial was founded in 1986.
Meridian Financial

Meridian Financial

Financial ServicesNorth Carolina, United States11-50 Employees

Meridian Financial is at the forefront of redesigning retirement, redesigning life. We help business owners, executives, retirees, and professional athletes navigate from financial success to life significance. We do this by guiding our clients through the process of creating and implementing a financial plan that is designed to successfully achieves their goals while minimizing their financial stress. This frees up our clients to focus more time on what is truly important to them.

Section iconCompany Overview

Headquarters
1201 Edwards Mill Road Second Floor Raleigh, North Carolina 27607 US
Website
nm.com
NAICS Code
531312 - Nonresidential Property Managers
Founded
1986
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    Meridian Financial 's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Meridian Financial 's revenue is in the range of $10M$50M

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