Meld Financial

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Description

  • We are a financial planning and investment management firm offering unbiased, independent services for businesses and individuals. We believe that the customer is the driving force behind everything we do. Every decision we make or recommendation we offer originates from the question, what course of action would we recommend for ourselves, given the same set of circumstances our client is facing. This philosophy has proven to be very beneficial for our clients and our organization.Meld Financial was founded with the goal of assisting our clients in every aspect of their financial lives. Weve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind.Please feel free to contact us at 205.967.4200 or mark@meldfinancial.com.The information contained herein should not be construed as legal advice or a legal opinion on any factual situation. Its contents are intended for general information purposes only. Always consult with a competent professional service provider for advice on tax, accounting, and other financial matters specific to your situation.
  • location

    Headquarters:3008 Pump House Road , Birmingham, Alabama, United States

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  • Meld Financial phone

    Phone Number: +1 205-967-4200

  • Meld Financial website

    Website: meldfinancial.com

  • Meld Financial employees

    Employees:10

  • Meld Financial revenue

    Revenue:$1 - 10M

  • Meld Financial legal name

    Legal Name:Meld Financial

  • Meld Financial's Social Media

    Meld Financial linkedin Meld Financial facebook Meld Financial twitter
  • done Is this data correct?
  • |  NAICS Code: 523920  |

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Person level website identification

Founder President for Meld Financial

Mark Mcgarvey

Founder President

Person level website visitor identification

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View Employees

Mark Mcgarvey

Founder President

Kyle Whittington

Partner

Pat Burris

Vice President, Corporate And Retirement Plan Services

William Connor

Vice President, Financial Planning

Ashley Burrell

Investment Operations Manager, Corporate And Retirement Plan Services

Frequently Asked Questions regarding Meld Financial

  • Where are Meld Financial's Headquarters?

    Meld Financial's Headquarters are in 3008 Pump House Road ,Birmingham,Alabama,United States

  • What is Meld Financial's phone number?

    Meld Financial's phone number is +1 205-967-4200

  • What is Meld Financial's official website?

    Meld Financial's official website is meldfinancial.com

  • What is Meld Financial's Revenue?

    Meld Financial's revenue is $1 - 10M

  • What is Meld Financial's NAICS code?

    Meld Financial's NAICS code is 523920

  • How many employees are working in Meld Financial

    Meld Financial has 10 employees

  • What is Meld Financial's Industry?

    Meld Financial is in the industry of Financial Services

  • Who is Meld Financial's Founder President?

    Meld Financial's Founder President is Mark Mcgarvey

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