Georgia G. Bruggeman, CFP<sup>&reg;</sup> - Financial Advisor

Georgia G. Bruggeman, CFP®

President

Meridian Financial Advisors, LLC

13 Water St, Ste 302
Holliston, MA 01746
+ 1 More Location

Meridian Financial Advisors, LLC

3A Main Street, Ste. 11, Mainstreet Mercantile
N. Eastham, MA 02651
FINANCIAL ADVISOR'S WEBSITE
(508) 429-2600
+1 More Number
(508) 255-4064
CONNECT WITH Georgia
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General

Georgia Bruggeman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Meridian Financial Advisors, LLC in Holliston, MA and the surrounding communities.

Financial Advisor Overview

We provide in depth analysis and guidance on Insurance, Investments, Taxes, Retirement & Estate Planning, Education funding and Long Term Care to busy individuals and families. Specialize in Portfolio Management and securities analysis.

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Financial Advisor Experience

I have been helping individuals manage and maximize their financial lives since 1990.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources