Gretchen Meyer Financial

www.gretchenmeyerfinancial.com

Since its inception, Gretchen Meyer Financial has been dedicated to helping other women believe in themselves and their ability to earn and thrive on their own. Our mission is to create an environment where women can learn about investing - both financially and in themselves - while becoming more confident in making smart financial decisions. Gretchen Meyer Financial has a full team of dedicated advisors and serves hundreds of clients throughout the US, while maintaining $55 million+ in assets. The team philosophy is simple: understand each and every client’s current state and future vision in order to customize a financial strategy as unique as they are; help demystify the fancy financial lingo and walk clients through the planning process, so they can understand their choices and make better decisions for themselves and the people they love. We offer: Financial Planning Services Investment Services Insurance We work with: Small business owners Those just starting out and those established in careers People going through transitional life phases, such as divorce Anyone looking to take ownership over their own finances --- Gretchen Meyer is a registered representative with, and securities offered through LPL Financial, Member FINRA. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, CO, CT, FL, MA, NJ, NY, RI, VA, VI.

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Since its inception, Gretchen Meyer Financial has been dedicated to helping other women believe in themselves and their ability to earn and thrive on their own. Our mission is to create an environment where women can learn about investing - both financially and in themselves - while becoming more confident in making smart financial decisions. Gretchen Meyer Financial has a full team of dedicated advisors and serves hundreds of clients throughout the US, while maintaining $55 million+ in assets. The team philosophy is simple: understand each and every client’s current state and future vision in order to customize a financial strategy as unique as they are; help demystify the fancy financial lingo and walk clients through the planning process, so they can understand their choices and make better decisions for themselves and the people they love. We offer: Financial Planning Services Investment Services Insurance We work with: Small business owners Those just starting out and those established in careers People going through transitional life phases, such as divorce Anyone looking to take ownership over their own finances --- Gretchen Meyer is a registered representative with, and securities offered through LPL Financial, Member FINRA. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, CO, CT, FL, MA, NJ, NY, RI, VA, VI.

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Country

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State

New York

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City (Headquarters)

Albany

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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Social

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Employees statistics

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Potential Decision Makers

  • Founder and President

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Wellness Public Speaker

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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