MEREDITH DEKKER FINANCIAL SERVICES, LLC

Overview

Meredith Dekker Financial Services, LLC is structured as a limited liability company owned by an individual and offers fee-for-service planning alongside insurance and accounting work. The firm lists financial planning as its advisory activity and operates as both an insurance broker and an accountant, with client engagement arranged on hourly or fixed-fee terms rather than asset-based billing. It is not characterized as an active ESG investor, is not designated a multi-state adviser, and is not identified as a capital allocator or pension consultant.

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Investments & Alternatives

Location & Offices