Meridian Retirement Solutions LLC - Boca Raton, Florida

Meridian Retirement Solutions LLC es una empresa dedicada a brindar servicios de planificación financiera especializada en la planificación para la jubilación. Con sede en Boca Raton, Florida, Estados Unidos, esta empresa ofrece asesoramiento personalizado y experto para ayudar a los individuos a optimizar sus ahorros y asegurar un futuro financiero seguro.

Dirección y Contacto

Dirección: 7284 W Palmetto Park Rd Suite 101, Boca Raton, FL 33433, United States.

Teléfono: 561-576-7737.

Página Web

Website: meridianretirementsolutions.com.

Especialidades

Financiero y planificación de jubilación.

Otros datos de interés

Esta empresa cuenta con instalaciones accesibles para personas con discapacidad, como un estacionamiento y una entrada accesible. Se recomienda hacer una cita previa para asegurar un trato personalizado.

Opiniones

Esta empresa ha recibido 24 reseñas en Google My Business.

Media de opinión

La media de las opiniones es 5/5.

Características

• Conocimiento y experiencia en planificación financiera para la jubilación.
• Asesoramiento personalizado y experto.
• Accesibilidad para personas con discapacidad.
• Instalaciones bien mantenidas.

Ubicación

Con sede en Boca Raton, Florida, Estados Unidos.

👍 Reviews of Meridian Retirement Solutions LLC

Janice S. W.

5/5

I recently retired from the VA & Larry Goldstein made my transition an extremely smooth process. He is very professional and knowledgeable and always very responsive and quick to answer all my questions and concerns. Thanks to him I am very confident in my retirement as he helped me optimize my savings to secure the best possible financial future. I highly recommend him for anyone looking to retire from the Federal Government!!

Abby K.

5/5

I highly recommend Larry! He is helping me manage my savings through an annuity and other types of investments to prepare for retirement, and will soon be guiding me through the Medicare process. Larry explains everything clearly and is very patient. I wish I would have begun working with him sooner!

Galo M.

5/5

Larry was extremely helpful in evaluating my existing annuity, and placing my IRA monies into another annuity that will give me far better growth than my old annuity. He went into details and explain everything thoroughly and I highly recommend his services.
My family and I are very pleased and happy we met Larry.

Richard G.

5/5

Larry Goldstein has provided a detailed path and solution for my finances as I am headed into retirement. He has been an honest and up front financial advisor that I recommend.

Michelle H.

5/5

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

gisela A.

5/5

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.

Dennis L.

5/5

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.

David C.

5/5

But I felt I must commend and thank Larry For his great assistance helping my wife and I maximize our Social security benefits. He helped us get almost 100k additional in lifetime benefits we did know were available to us.There is so much misinformation about how and when to collect and claim social security. My financial advisor knew very little about social security. Due to Larry’s advice and guidance my future is much more secure. I highly value his independent financial perspective which is vastly different from most financial advisers.