Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Charitable Giving, Group Benefits, Risk Management Strategies, Business Succession Planning, Estate Planning, Retirement Income Planning
As a CERTIFIED FINANCIAL PLANNER practitioner, Maureen Meehan focuses on developing personal and lifelong relationships with individuals and business owners to assist them with their wealth management strategies. Maureen helps clients determine and clarify their long-term goals and works with them to develop a customized plan to achieve those goals.
Co-founder of The MNE Group, Maureen has over thirty-five years of experience in the financial services industry providing guidance and insight to her clients. Over the years, she has built a reputation for being a noted speaker in areas of financial and business planning, including retirement accumulation and distribution. Maureen passes along her expertise to her clients as they navigate through life’s changes.
Strongly believing in a team approach, Maureen collaborates with her clients’ professional advisors, including attorneys and CPAs, as well as other industry specialists to manage the design and implementation of a clear, comprehensive plan for her client’s financial success. To better serve her clients, Maureen continued to educate herself through professional seminars and courses. Not only does she expand her own knowledge base, she regularly hosts educational seminars for professional advisors to share her financial planning wisdom.
Maureen has earned numerous awards throughout her career, including company honors that recognize leadership, outstanding performance, and service to clients. She has been named a Five Star Wealth Manager from 2012 – 2018. The Five Star Award is presented to Wealth Managers who provide quality services to their clients and is awarded to less than 3% of the advisors in the Boston area. Maureen's commitment, dedication and professionalism is your assurance of the highest standard of advice.
Maureen consistently volunteers within her community and is an active member of the Quechee Club in Quechee, Vermont. She appreciates time away from the office spent with family and friends. She is quick to accept a game of golf or tennis. Maureen’s independent spirit was a value instilled by her mother. Inspired by her father’s work ethic she followed in his foot sets into the financial industry. Maureen is grateful for the foundation her parents provided, and for being exceptional role models.
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859 Turnpike Street Suite 129
North Andover, MA 01845