Who We Are
Coburn & Meredith, Inc. has been representing individuals and institutions in capital markets since 1934. For 80 years we have held fast to our commitment to independence and to placing the interests of our clients above all else.
With unbiased professional advice and one of the broadest offerings of financial products and services available anywhere, we can give our clients more than just ways to approach to their financial needs.
We give them solutions.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Try these activities to keep your brain sharp.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
It’s never a bad time to speak with your financial advisor about changes in your situation.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Recent changes in estate tax laws could affect the strategy you have in place.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Are you ready for retirement? Here are five words you should consider.