Private Client Services
We've earned the trust of our clients by finding solutions that work for multifaceted business and personal financial circumstances. Through one-on-one visits, we’ll develop a keen understanding of your needs and tailor a plan specifically for you.

Meeder Private Client Services provides a holistic client experience including:

  • Investment Management
  • Retirement Planning
  • Social Security Benefits and Planning
  • Employee Benefit Analysis
  • Financial Planning needs

To learn more and schedule a time to speak with a member of our team, contact us.

Advisory services provided by Meeder Asset Management, Inc., registered investment adviser and affiliate of Meeder Investment Management, Inc.

TAKE THE NEXT STEP
with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com