Clients

While there are enormous challenges facing the global markets and many large financial institutions are struggling with their balance sheets and their internal culture-clashes, Coburn & Meredith, Inc. would like you to know there is a sensible solution and a sensible place for your investments.

Coburn & Meredith, Inc. is an independent investment firm that has been helping clients achieve their financial goals since 1934.  Our advisers provide advice designed to meet the unique financial needs of each client, not the pressing revenue needs of a large company.

With our custodial partners, First Clearing1 and Fidelity Investments2, we are able to offer the latest products and services available.  Also, please ask how your money is protected above and beyond the SIPC coverage.

If you would like additional information or would like to speak with one of our advisers, please contact us. We look forward to helping you find ways to meet your investment goals.  Please review the services we have available for you or ask your Coburn & Meredith financial adviser for more information.

 Our Philosophy and Approach    

 First Clearing Account Access       Fidelity Account Access

1First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company.

2Fidelity Investments is an independent company, unaffiliated with Coburn & Meredith, Inc. Fidelity Investments is a service provider to Coburn & Meredith, Inc. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Coburn & Meredith, Inc. and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody SolutionsSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity.