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      Meridian Trust & Investment Company

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      Trust Companies, Estate Planning, Probate, & Living Trusts, Financial Planners

      109 S Northshore Dr Ste 400, Knoxville, TN 37919

      865-342-4400

      Amenities:
      Wheelchair accessible
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      REVIEWS write reviewWrite a Review

      REVIEW SUMMARY

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      5
      1 Reviews
      Rate this business!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      K
      kliefoth

      11/08/05

      review count1photo count0
      Notably good service experience: Experienced, friendly and interested employees who provide quality

      These experienced and personable trust officers and staff provide the highest level of service I have ever encountered. They are extremely interested in their customers and attempt to know each of them personally so that they can understand needs and requirements. Their experience in managing portfolios is extensive and tends to beat the appropriate bench marks. I recommend them without reservation.

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      DETAILS

      Helping you reach your Meridian.

      Extra Phones

      Contact Laura Lyons for more information.: 865-342-4471

      Fax: 865-546-0026

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Trust Companies, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financing Consultants, Financing Services, Investment Advisory Service, Investment Management, Investment Securities, Investments, Retirement Planning Services
      Services/Products
      Trust Services, Investment Management, Financial Planning and Consulting, Qualified Retirement Plan Administration
      Location
      We are located in suite 400 of the Meridian Building, located behind the new Meridian Centre on the corner of Northshore and Kingston Pike
      Associations
      Meridian's employee base boasts multiple accreditations, including Certified Public Accountants (CPA), Certified Financial Planners (CFP), a Chartered Financial Analyst (CFA), and Certified Employee Benefit Specialists (CEBS). Employees at Meridian also belong to a multitude of professional organizations, including the Knoxville Estate Planning Council, the CFA Institute, the CFA Society of East Tennessee, the Financial Planning Association, the Tennessee Society of CPAs (TSCPA), and the the American Institute of CPAs (AICPA), which has credentialed our President as a Personal Finance Specialist (PFS).
      Other Link

      http://www.meridiantrust.co

      Other Information

      Wheelchair Accessible: Yes

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.