Coburn & Meredith Inc.
Homepage http://www.coburnfinancial.com
LinkedIn Profile https://linkedin.com/company/cobu***redith-***
HQ Location
United States , Connecticut, SimsburyOne Old Mill Lane Simsbury, CT 06070 United States
Coburn & Meredith, Inc. has been helping individuals, families, and small businesses meet their financials goals since 1934. We have held fast to our commitment of placing the interests of our clients above all else. As an independent, privately-held, financial services firm, Coburn & Meredith is able to provide each client with a personalized and comprehensive road map to meet their investment and retirement needs.
Clients choose to work with Coburn & Meredith because of our process. We are able to coordinate financial planning, estate conservation, investment management, and risk mitigation all in-house. We take the time to understand your financial needs, advise on a unified strategy, build a durable plan together, and reassess along the way to your goals. Above all else, we are advocates for our clients, who entrust us with their investment and retirement planning needs.
At Coburn & Meredith, we take pride in our independence. We do not sell or promote any investment or insurance product. Instead,
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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