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 advisors provide advice designed to meet the unique financial needs of each client, not the pressing revenue needs of a large company.   

Please visit our investment partners, Fidelity and Pershing, LLC, for more information on the products and services we can offer, including the excess account protection beyond the SIPC coverage.

If you would like addtional information or would like to speak with one of our advisors, please contact us.  We look forward to helping you find ways to meet your investment goals.