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MERIDIAN WEALTH + RETIREMENTFinancial advisor in Appleton, WI

MERIDIAN WEALTH + RETIREMENT is a financial advisor at 919 W Kennedy Ave Ste B, Kimberly, WI 54136, ranked #35 of 111 financial advisors in Appleton and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Appleton, WIUpdated 0 paid placements in any rankingHow we rank

Call (920) 830-4962Website ↗

Key facts

Key facts about MERIDIAN WEALTH + RETIREMENT
Address919 W Kennedy Ave Ste B, Kimberly, WI 54136, Appleton, WIGet directions
Phone(920) 830-4962
Websitemeridianwr.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 3 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Appleton and 11 towns within 25 miles: Little Chute, Kaukauna, Menasha, Neenah, Oshkosh, De Pere, Ashwaubenon, Allouez, Howard, Green Bay and Bellevue.

Based in Appleton, WIView on map

Opening hours

Opening hours for MERIDIAN WEALTH + RETIREMENT
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about MERIDIAN WEALTH + RETIREMENT

How is MERIDIAN WEALTH + RETIREMENT ranked in Appleton?

MERIDIAN WEALTH + RETIREMENT is ranked #35 of 111 financial advisors in Appleton by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are MERIDIAN WEALTH + RETIREMENT’s hours?

MERIDIAN WEALTH + RETIREMENT is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does MERIDIAN WEALTH + RETIREMENT serve?

Serves Appleton and 11 towns within 25 miles: Little Chute, Kaukauna, Menasha, Neenah, Oshkosh, De Pere, Ashwaubenon, Allouez, Howard, Green Bay and Bellevue. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about MERIDIAN WEALTH + RETIREMENT?

MERIDIAN WEALTH + RETIREMENT has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact MERIDIAN WEALTH + RETIREMENT?

Call MERIDIAN WEALTH + RETIREMENT on (920) 830-4962. The business is at 919 W Kennedy Ave Ste B, Kimberly, WI 54136, Appleton, WI. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

MERIDIAN WEALTH + RETIREMENT compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
MERIDIAN WEALTH + RETIREMENT (this business)—675.0 (4)NoNo
Elluvium Financial#33675.0 (4)NoNo8.3 mi
Modern Woodmen of America Regional Office#34674.2 (5)NoNo6.0 mi
Mitchell R Nonn: Primerica - Financial Services#36675.0 (4)——2.9 mi

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