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What’s on Your Horizon?

The Meyers Investment Group can help bring it into focus


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 …because a successful journey, especially a financial one, requires thoughtful planning

Think of us as a trusted partner on your financial journey. Our knowledge and experience can help you avoid the potholes, our planning process will ensure you are prepared for any detours along the way and give you the peace of mind to enjoy the journey and look to your future with confidence. 

When you work with us, expect a team of professionals committed to providing you with nothing short of a white-glove experience. Our people care about your personal well-being as much as your financial success.

Learn more about us and what we can do for you. 

Looking for the right Trustee for your Trust?

Baird Trust can serve as Trustee or Successor Trustee, if needed, to ensure your legacy across generations

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A Trusted Partner with Real life solutions

Whatever your needs, we are ready to assist you with an array of planning and investment options.

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Helping Business Owners Find the Right 401(k) plan

Looking for a plan that's better suited to your needs and those of your valued staff?

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Make the Most of Your Required Minimum Distributions

Make the Most of Your Required Minimum Distributions

New regulations around Required Minimum Distributions can help you get even more out of your assets.
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Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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When Financial Health Meets Mental Health

When Financial Health Meets Mental Health

Money is the number one source of stress for 75% of Americans. Learn to better manage financial anxiety with these pointers.
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