Hear what our clients have to say about Meridian.
30 YEARS OF SERVICE
Robert E. Gentry, MD
"Tom has guided me and my family through financial ups and downs and has always kept the ship steady. In troubled times I never worried about the security of my portfolio. I highly regard Tom’s professionalism and kindness. He never fails to educate us about financial matters and I have always been pleased that Meridian does not sell any products. Tom hasn’t always told me what I want to hear. In most instances, this has proved beneficial to my financial health."
AMAZING ONE-ON-ONE ATTENTION
"Tom Coulter and his experienced team at Meridian Trust are among the most service-oriented professionals with whom I have ever had the pleasure of working. They are truly all about understanding and meeting the needs of their clients, and their degree of one-on-one attention is amazing. Their strategies are carefully crafted and well executed, and they instill a level of confidence that is welcome in today’s confusing marketplace."
PEACE OF MIND FOR 20 YEARS
Gary Kimzey, MD
"My Corporation has employed Meridian Trust to manage its retirement plan for almost 20 years. Not only has Meridian provided us with sound investment advice, they have given us something more valuable- peace of mind. Meridian has done an excellent job growing our accounts while at the same time protecting our investments when the markets decline. Tom Coulter and his staff go the extra mile to provide individual and personal services to us whether it is with planning for retirement, analyzing an investment opportunity or assisting with managing and settling an estate at the time of a loved one’s passing."
MERIDIAN LISTENS TO ME REGARDING
MY GOALS AND RISK TOLERANCE
Jeff Sanders, MD
"Meridian Trust has been managing my accounts for over 10 years. During that time, Tom Coulter has consistently given me sound advice on a variety of financial issues, from estate planning to suggestions concerning investment vehicles. Of particular significance, he has always listened to me regarding my goals and risk tolerance, and tailored a plan that I was comfortable with. I trust him implicitly."
SECURING THE FINANCIAL FUTURE FOR OUR FAMILY
Bruce R. Hartmann
"Several years ago, Tom Coulter helped me gather my investments from the various institutions in which I had dabbled over the years and combined them into one cohesive investment strategy. This has been instrumental in establishing an investment direction that I am confident will go a long way toward securing the financial future for our family. We have been able to take advantage of the market’s upside and avoid major pitfalls along the way, allowing us to expand our portfolio. I have always appreciated Tom’s sound, practical advice and his ability to take the emotion out of financial decisions. He has helped me considerably in our estate planning opportunities and forming a strategic direction. I know our portfolio is in good hands at Meridian Trust."
BALANCED AND FOCUSED APPROACH
"Meridian Trust continues to provide my family independent, unbiased financial advice. Perhaps the most important aspect of their consultation has been their patience to listen to our “ideas” and then decisively make the right recommendations for a balanced and focused approach. Oftentimes, our “ideas” are not in our best interest and they have a keen understanding and willingness to properly guide us. Their approach is refreshing, logical, and appreciated."
OBJECTIVE FINANCIAL ADVICE
Charles and Teresa Williams
"What we appreciate most about Meridian is how they act in the client’s best interest rather than their own. One time we had extra money to invest and were prepared to move it to our Meridian account. Instead they recommended we use it to pay off a loan. This kind of objective financial advice is rare in the industry but has been a consistent Meridian trait in the 10 years we have been clients."
ACCESSIBLE AND CONSCIENTIOUS
Marvin and Martha Shapiro
"We hired Meridian Trust for over ten years to give us financial advice. Tom is extremely conscientious and has treated our investment account with extreme care. Mr. Coulter’s ability to analyze investments and willingness to answer questions has inspired a great deal of trust from us."
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