Working with Andrew has been a great experience so far. From the beginning, I appreciated how approachable he was and his willingness to accommodate my wife’s and my busy schedules when meeting with us. He was open to discussing any investments we were interested in and was completely understanding of our lack of knowledge throughout the process. His communication has always been clear, and I’ve felt confident that our investments are being managed well in the background without us needing to constantly monitor everything ourselves. I feel like Andrew is someone we can continue working with long-term for our retirement and investment portfolios.
In their
own words.
Perspectives from clients about their experience working with Andrew.
I was interested in checking out Meridian Wealth Management LLC, since my older daughter Danielle was very happy with her initial experience. I set up an appointment with Andrew Marrs, Wealth Management Advisor, and I felt the same way as my daughter with my first meeting.
One of the first things that stood out to me was the professional approach and earnest style that Andrew initiated with me. I also liked how he was prepared. I.e. He had a presentation for me all lined up and I was immediately impressed. I shared with him my personal assets and he was able to put together various timelines on how these assets could grow over time as I progress towards retirement.
My daughter and I have been with Andrew for almost a year now. I would highly recommend him to not only people that are just starting out ways to enhance their savings, but to people like me, who are reaching out towards retirement and want their assets to remain in good shape for many years to come.
The testimonials, statements and opinions presented on this page are applicable to the individuals providing them. Meridian Wealth Management, LLC reviews opinions for legitimacy but does not otherwise influence the opinions expressed. The testimonials are voluntarily provided by current clients. Clients are not compensated, offered reduced fees, $50 gift cards etc. in exchange for their testimonials. Specific experiences and past performances do not guarantee future results.
The photo accompanying Doug’s testimonial is illustrative and is not an actual photo of Doug. The photo accompanying Jaime’s testimonial is of Jaime.