Meridian Wealth Management - Stuart (FL)

Alexis Marie Samantha at LOI Insurance is the best! She made getting insurance super easy and stress-free. She’s always quick to respond, explains things in a way that actually makes sense, and genuinely cares about helping you find the right coverage. Couldn’t recommend her enough!

Tom Vihn has been our trusted advisor for decades. To say Vihn is a wonderful advisor doesnt do justice. Vihn is a partner helping us achieve our financial goals. He spends time to explain everything to us and does not pressure us into a particular decision. I am now retiring. My wife and I are 100% debt free. Vihn has helped us ensure we will be able to do all that we wanted in retirement and will never have to worry about money. It is really good to know that after a lifetime of work we can enjoy life now with little worries at all.

Jeremy Ivailo was great to work with! He was very informative and communicated every step of the way! He made my home buying process simple!

Marissa G. Abby is so incredibly helpful! She visited my ROTC class back in the fall and since then I have been meeting with her to build a well rounded financial portfolio as I kickstart my career in the Army. She is so sweet and easy to talk to and very helpful when answering all of my questions! I highly recommend her to anyone looking to become more financially confident.

Charles Stearns Jr. Chris spent alot of time working with me and my many questions on how to invest in a tight market. He spent a lot of time showing me, my options which I really appreciate and got me on a great plan to execute my retirement goals. I am very pleased with his dedication to my investments and my future. Cant wait to see how much money he is going to make me while all I have to really do is sit back and watch. Thank you guys! V/r Chuck Stearns

Donna Schmidt Calla G. is the best, professional and keeps me sane. My husband and I recently retired, M. L. has made us confident that we have made the correct financial choices.

Alyssa Crane This place is absolutely filthy. I passed on most of the food for fear of food poisoning. The condiment bottles had some black mildew or mold on the outside. The entire place is disgusting, top to bottom, building and floor. Idk how they havent gotten shut down by the health department.