Meridian Financial Services - Inverness (FL)

Singingal Love all the Services and Resources that are available to us. Staff is friendly and events and classes are well planned. Thank you

Alex Gonzalez Sharlah has been my tax accountant since 2019 and she’s always over delivered on her services. She’s an absolute wizard with taxes and has been essential for my business. I always have peace of mind when tax season rolls through because of her. Can’t recommend enough!

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

Andrew Riddle This is a fantastic education facility. It is capable of teaching several different classes. It is also a first class meeting facility.

Cameron Killebrew Amazing services, friendly staff. Very patient and willing to answer all of your questions. Would highly recommend!!

Gabriel Mercer Bryson Bard was the first conversation starter I ever met who helped me start thinking seriously about financial planning. Ill never forget grabbing coffee in a starbucks parking lot at 7am (before his first meeting of the day), just to get to know me. Really appreciate the approach and looking forward to how our relationship will grow +30 year from now.

Nancy Alvarez Increíble service!! The staff in DAB has great Customer Service. There is not one time I call that Mayeline Alejandro or Ana Gonzalez do not go out of there way for. Thank you all and keep up the great. You guys really make a difference!!!!

William Courtney Sold me a smith and Wesson FCP for a good price and good quality. Guided me through the process of buying a gun. They had a great selection of items and shown great customer service.

Strong Roofing SRQ Tim Mariano wrote my life insurance policy and made the entire process seamless. He’s an absolute wealth of knowledge when it comes to life insurance and financial planning. Tim took the time to explain every option clearly, answered all my questions, and tailored the policy to fit my needs perfectly. You can tell he truly cares about his clients and their long-term security. If you’re looking for someone you can trust with your future, Tim at Prudential is the guy to call.