What are the opening hours?

Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 3pm

Meridian Wealth + Retirement

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United States
Kimberly, WI
Meridian Wealth + Retirement

Meridian Wealth + Retirement is committed to helping you identify and attain your financial goals. Member SIPC. (414) 615-4850.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. www.SIPC.org Meridian Wealth + Retirement is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. 10401 Innovation Drive, Su

ite 125, Wauwatosa, WI 53226. We have individuals licensed in the following jurisdictions: Insurance: WI, FL, ID, IL, IN, MI, NC, AZ, MN, NH, TX. Securities: WI, AK, AZ, CA, CO, FL, GA, KS, IA, ID, IL, IN, MD, MI, MN, MO, MT, NC, NE, NH, OH, OK, OR, SC, SD, TN, TX, VA, WA

05/30/2026

Happy work anniversary to our Investment Operations Associate, Alex. We are excited to see what this next year brings and appreciate your contributions to the team.

05/25/2026

On this Memorial Day, we pause to honor the men and women who gave their lives in service to our country. Their courage, sacrifice, and dedication remind us of the freedoms we enjoy every day and the responsibility we have to make the most of them.
From all of us at Meridian Wealth + Retirement, we extend our deepest gratitude to the families and loved ones of those who made the ultimate sacrifice. Today, we remember, we reflect, and we honor.

05/24/2026

Happy 5-year work anniversary to Charlie, one of our advisors in our Fox Valley office. We truly appreciate all of your hard work and dedication to the team. Your clients also appreciate your impact on their financial futures. We are excited for another great year ahead!

05/22/2026

We are closed on Monday, May 25th in honor of Memorial Day. Regular hours will resume on Tuesday, May 26th.

05/17/2026

Happy birthday to our operations manager, Gracie! We hope you have a great day celebrating YOU. Cheers to another great year ahead!

05/14/2026

📢 Office Closure Notice

Please be advised that our Fox Valley office will be closed on Friday, May 15 for scheduled maintenance.

We will resume normal operations on Monday, May 18 at 9:00 AM.

If you need immediate assistance during this time, please email [email protected], and we will respond as soon as possible.

Thank you for your understanding.

05/10/2026

We are extremely grateful to all of the mom's and mother figures in our lives. Happy Mother's Day to all of the amazing moms out there!

05/07/2026

Our Milwaukee office will be closed for the rest of the week due to unscheduled maintenance. We will be operating in a remote capacity and will be available via phone and email. Our office will reopen on Monday morning.

05/06/2026

We want to wish a happy birthday to one of our founding partners, Wade. We hope you enjoy your day spending time with family and friends and doing what you love. Cheers to another great year ahead!

05/01/2026

We wanted to recognize La Tara on her work anniversary. We are glad to have you as a part of the team.

Address

919 W Kennedy Avenue, STE B
Kimberly, WI
54136

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 3pm

Website

http://www.meridianwr.com/

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