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, Suite 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

11/02/2026

Happy work anniversay to our partner, Bryan, and his wife, Krista. We are grateful for your contributions and for always putting your clients first.

11/01/2026

Happy 5-year work anniversary to our Client Operations Manager, Gracie! We appreciate your hard work and dedication to serving our clients and for your contributions to the team's growth over the years.

10/31/2026

No tricks—just treats! As you enjoy the costumes, candy, and spooky fun, remember that smart financial planning is a treat your future self will thank you for.
Wishing everyone a safe, fun, and “spook-tacular” Halloween! 🕸️🕷️

10/29/2026

We are excited to share in this amazing moment for our state and Milwaukee's history. From going to watch parties, numerous late nights, watching for ticket deals, and all of the amazing memories made with the important people in our lives, we want to recognize the World Series Champions the Milwaukee Brewers for their hard work, great ball game, and for shining a light on our home turf. We Won Our Way!! GO BREWERS!!! ⚾

10/28/2026

Happy work anniversary to Angela! We appreciate your hard work and dedication to serving our Fox Valley office and our clients.

10/26/2026

We wish one of our founding partners, Matt, a happy work anniversary! We are appreciative for all of your contributions to the team and continued dedication to your clients.

10/23/2026

We can't help but feel a little emotional about this World Series week. We have had the opportunity to experience the Brewers in action as a team, hosted nights for our families with special needs, and have witnessed numerous historic moments from inside American Family Field. No matter how big of a baseball fan you are, we are just excited to witness history unfold right before our eyes. We hope we don't have to wait another 44 years for this moment to happen again. Go Brewers!!! ⚾️

10/12/2026

Every dollar saved is a step toward greater freedom, security, and the future you’re building. We are here to help you every step of the way on your financial journey and want to remind you to stay the course. We thoroughly enjoy seeing our clients accomplish their savings goals and wish you a happy savings day!

10/08/2026

A few weeks ago, some of the partners got the chance to go to the President's Cup golf tournament in Illinois. It was a once in a lifetime experience for these golf fanatics to enjoy something so special.

09/23/2026

We wish one of our advisors, Charlie, a very happy birthday! We hope you have an amazing day celebrating you with friends and family.

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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