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Helping Clients Achieve Their Goals
We help clients who have achieved high goals and recognize the financial exposure to their families and their businesses of dying too soon, living a long life, and becoming disabled. We help clients recognize the necessity of financial independence and liquidity. We help clients define their Financial, Business, Family, Investment, and Charitable objectives and with the client’s other advisors, develop plans and guide clients to financial products to achieve what they have defined.
Our Staff
Susan Yost: Administrative Assistant
Susan is responsible for all day to day office operations. She works hard to treat each one of our clients in an individual and precise manner. Susan also fulfills the role of company accountant and has been with Brad Meigs since 1984.
Our Ideal Client
Significant net worth and/or income
Stock or partnership interest privately/closely held
Business in strong financial situation (debt/equity, cash flow etc.)
Business growth oriented
Cares about loved ones family - strong values
Cares about perpetuation or maximization of wealth
High integrity and well respected by employees and community
Has identified value system
Wants to reduce taxes
Respects long-term relationships
Respects and counts on advisors
Has a vision of the future for his/her busines and personal life
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Bradford L. Meigs is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of MA, CA Insurance License #0C59927, CT, FL, ME, NH, NY, RI, and VA. No insurance business may be conducted outside this/these state(s) referenced.
Bradford L. Meigs is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, 800 South Street, Waltham, MA 02453, 781-647-4100, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of (MA, CA, CT, FL, NH, NY, ME, RI, and VA). No offers may be made or accepted from any resident outside the specific state(s) referenced.
* Bradford L. Meigs is also separately registered as an Investment Adviser Representative ("IAR") under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in states of MA, CA,, CT, FL, NH, NY, ME, RI, and VA. As such, these servides are strictly intended for individuals residing in MA, CA, CT, FL, NH, NY, ME, RI, and VA.
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