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Who We Are

Our advisors, Doug Turner and David Neal have dedicated their careers to helping you pursue your personal and financial goals.

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What We Do

We have the knowledge to help clients with a variety of financial concerns, specializing in retirement income planning and investment risk management.

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Why We Do It

Simply put: we care about our clients. When they succeed, we succeed. We use our vast array of experience and financial knowledge to help you and your family.

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Where Do You Want Your Financial Roadmap to Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Coburn and Meredith, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

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