At Meconi Financial Management & Advisory, our hope is to empower our clients to achieve their financial goals through personalized financial planning, tailoring to each client’s unique needs and fostering collaborative relationships built on trust and transparency.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
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