Heather S. Meeks,  CFP<sup>&reg;</sup> - Financial Advisor

Heather S. Meeks, CFP®

Summit Wealth Group

205 Billings Farm Rd, Ste 2A
White River Junction, VT 05001
(802) 295-5300

General

Heather Meeks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Wealth Group in White River Junction, VT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Life Planning, Retirement, Sudden Wealth

More

Helpful Financial Planning Resources