Pernonal Banking

Personal Funds Management & Investment

You may be building a nest egg for your approaching retirement, commencing a second career, investing the earnings from a successful business deal, or trying to ensure your next generation has a head-start on life. One of our strongest points is developing and implementing investment strategies to exceed your expectations, employing a mix of proven proficiency and cutting edge solutions. Always working with you to execute the plan, you can rest assured that your long term objectives will steer your portfolio towards the achievement of your ultimate goals.

Overview – It doesn’t matter how long or how hard I’ve worked on the project or how … All that counts is whether it meets the specified requirements for. Believing you deserve a reward — recognition, payment, career advancement, etc.

Home Remittance

Transferring money home for your family occasionally or on a regular basis, we can provide safe and secure home remittances in almost any currency, and an ever expanding network of correspondent banks across the world, rest assured that we will get your money into the hands of those closest to you, no matter how far away they may be.

Meridian Credit Union Management are aware of the challenges facing wealth management firms today. Each has invested heavily in technology and strategic relationships that speak directly to the new needs of the market. Our goal in leveraging our technology platforms is to position our clients to capitalize on the changing landscape by shifting their business focus from one of operational concern on how to adjust to shifting market dynamics to one of opportunity on how to take advantage of what the market dynamics bring to bear.

Meridian Credit Union Investment Partners combines the financial strength, distribution network and focus on compliance of its parent company with the reactivity.

Trust Formations

Proper management of your assets also involves trust formations and estate planning. You can rely on our experts in these delicate matters: With great tact, we provide you with knowledgeable assistance to set up a trust for your next generation or in making provision for estate distribution, among other issues.

Because of engaged family-ownership, strong values and committed associates, you can expect Meridian Credit Union to be here for generations to come – providing expert advice to meet a lifetime’s worth of evolving financial needs in banking, wealth and insurance.