Peter McFarland at Meridian Wealth Management, LLC

Lexington, Kentucky

5.0 (16 reviews)
Call (859) 312-6429 Visit website →

About

McFarland Chase Group, based in Lexington, Kentucky, offers investment management and retirement planning services with a focus on integrating multiple aspects of clients' financial lives. The firm's team brings 50 years of combined experience and includes professionals with CFA credentials. The firm works with clients to develop strategies around asset allocation, tax considerations, and estate planning aligned with individual objectives.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-4PM, Saturday: Closed
SEC registered
No

Professional credentials

CFA

Chartered Financial Analyst

Investment analysis and portfolio management credential, considered the gold standard for investment professionals

0 selected
Compare →