Business Model

Trust.

Trust is what business is all about today.  As a highly skilled financial adviser, you know that better than most.  After all, your clients continue to work with you for a reason and that is because they trust you.  They trust your knowledge and expertise, certainly.  But more than that, they trust you to know what they need.

At Coburn & Meredith, Inc., we believe you deserve the same level of personal attention.  And with more than 80 years working with financial advisers throughout New England, we are focused on your future.

When you choose to partner with Coburn & Meredith, Inc., you can expect:

Experience.  Founded in 1934, we are a privately owned Broker/Dealer and Registered Investment Advisor (RIA) that has successfully catered to the investment needs of high net worth investors.

Flexibility.  Our wide range of best-in-class products and services enable you to provide custom solutions for a diverse client base.  Also, with our multiple platforms to choose from, you will find the tools that best fit your business practice while also enjoying competitive benefits and payouts up to 90-percent.

Autonomy.  We never ask our financial advisers to support a particular product set.  You will make the decisions for your clients based on your knowledge of their financial needs and goals.

Support.  Our internal support team is backed by state-of-the-art systems that are fully integrated with First Clearing and Fidelity Investments' innovative, proven technology platforms.

Value.  You will be considered a valued member of our team with direct access to decision makers and the ability to develop lasting relationships with internal staff, as well as our financial advisers.

Is it time to find a business partner that could give you both the independence and support you need to continue growing your business?

Advisers are encouraged to contact Robert Daly, Managing Director & Control Officer at (860) 784-2602 or by email at rdaly@coburnfinancial.com.


For more information on the products and services we have available to you, please visit:

Adviser Introduction        Our Technology and Resources