Elmwood Park, IL (PRWEB) August 19, 2004
ÂWhy should only the rich get richer? Everyone deserves a chance to make big long-term profits,Â said Joseph Ponzio, President of the Chicago-based financial planning firm Meridian Financial Management. ÂWhy should my clients, my friends, sit idle in public funds that are generally mismanaged? My clientsÂ money is too important to them and to me. My clients expect more - and that is precisely what I am trying to give them."
While major brokerage firms are struggling to attract big money investors and oust the smaller client, Meridian prides itself on helping middle-income America create and preserve a lifetime of wealth. ÂWhether we are helping a grammar school teacher with her budget or managing a retirement plan for 300 employees, we are focused on doing what is right,Â states Michael Trekas, the firmÂs Vice President. Michael continues, ÂFor our clients, it was right to delve into areas other than public mutual funds.Â
ÂToday,Â continues Joseph, Âmost advisors are looking for a way to make money management easier. This leads to lower profits for the client. If we have to work a little harder for that extra one or two percent growth Â so be it. In the end, it will be win-win for our clients and for us.Â
For more information, contact:
Joseph Ponzio, President
7612 West North Avenue
Elmwood Park, Illinois 60707
Meridian Financial Management is a Chicago-based fee-only financial planning and portfolio management firm.
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