Meimarides Alliance Agency
New
Offers online services
New
Offers online services
About
Personalized service targeted to the client's specific goals.
The joy and satisfaction of seeing clients fulfill their goals and dreams is what drives my passion for this profession.
Highlights
Hired 3 times
22 employees
19 years in business
Serves Foxborough , MA
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
Photos and videos
No reviews (yet)
Ask this therapist for references. There's no obligation to hire and we’re here to help your booking go smoothly.
Frequently asked questions
What is your typical process for working with a new customer?
In person and face to face is always best and, if requested by the client, I can come to you. Otherwise phone or internet/Zoom meetings are the norm nowadays with the pandemic.
Services offered
Financial Services And Planning