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Call today to revive your financial future! (800) 734-1124  |
We're Different
Unlike big bank affiliated financial managers and locally franchised advisors, Meyers Financial provides personalized, full-service and seasoned wealth management services.
and is also a Certified Divorce Financial Analyst™, Enrolled Agent, licensed insurance agent (life, disability, health, and long-term care) and tax consultant. Meyers Financial was also recently awarded a Top 10 Tax Return Preparation Service by The Prime Buyer's Report - a report based on phone calls to previous clients, independent verification of background and business practices, and overall client satisfaction.
We believe in making reliable, conservative investments —as does our partner, Commonwealth Financial Network Commonwealth Financial Network is an independent broker/dealer. This means Meyers Financial remains independent, too. We are free to act solely in your best interest, without bias and without pressure to promote a particular product or strategy.
In addition, Commonwealth has received an A+ rating by the Better Business Bureau.
Lillian is experienced and reliable in these wealth management disciplines:
- Accumulation (earning, managing, consuming money)
- Risk management
- Tax planning
- Business planning (especially important for self-made successes)
- Retirement planning
- Estate planning
- Long-term care
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and
in
the U.S., which it awards to individuals who successfully complete the
CFP Board's initial and ongoing certification requirements.Coming Up!
Join
us for our next wealth management session on "Estate Planning: Dos and Don'ts." February 23, 2012 from 12:00-1:30pm. Oakmont, CA. Lunch provided!
Meyers Financial supports Chemo Caps for Kids,
a Commonwealth Financial Network program that provides hand-knit hats to children undergoing cancer treatment.
"You gain strength, courage and confidence by every experience in which you really stop to look fear in the face. You are able to say to yourself, 'I have lived through this horror. I can take the next thing that comes along.' You must do the thing you think you cannot do."
- Eleanor Roosevelt
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