At Meyers Financial Services, Inc., our dedication to clients is demonstrated through our service model. Clients can expect to receive individual attention and support on an ongoing basis in the following manner:
We are a full scope financial management firm offering advisory services, financial planning, insurance, tax consulting and compliance. Our firm is equipped with world-class technology and an experienced team of financial, tax and planning professionals to help you make sense during such an emotional and difficult time.
We have found that many affluent couples, men, and women are at a disadvantage when a divorce occurs. Our advisory team understands you and your needs during this difficult time.
Although we do not provide legal advice, we are prepared to work efficiently with your attorney, paralegal, accountant and mediator to help you reach the best possible solution during a difficult time. We are on your side!
Services Provided Pre-Divorce
As a full-service advisory team, we are here to help you transition from the divorce process into a fully independent person ready for the next phase of your life.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
A custodian is a Financial Institution that holds customers' securities for safekeeping so as to minimize the risk of their theft or loss. A custodian holds securities and other assets in electronic or physical form. Since they are responsible for the safety of assets and securities that may be worth hundreds of millions or even billions of dollars, custodians generally tend to be large and reputable firms.
In addition to holding securities for safekeeping, most custodians also offer other services, such as account administration, transaction settlements, the collection of dividends and interest payments, tax support, and foreign exchange. The fees charged by custodians vary, depending on the services that the client desires.
Notices must be supplied to customers when certain activities are conducted on their behalf or using their assets. Further, account statements must be supplied to the customers to keep them abreast of the current holdings associated with their assets.
All it takes is 30 minutes on the phone to decide if we would be a good fit to work together.
There’s no obligation and no pressure. We look forward to speaking with you!