Meridian Retirement Solutions

Your Retirement Architects

Designing and scaling retirement plans to fit your resources, not the other way around.

Difference

Recognized in south Florida as an expert in retirement and income planning, Larry Goldstein helps Floridians achieve financial goals that many believed weren’t attainable. Frequently featured in media outlets for his sage advice, Larry is passionate about retirement and income planning and developing one-on-one relationships with each of his clients. He seeks to understand exactly what they want from their investments and helps them achieve those goals.

When it’s time to begin planning for retirement and restructuring your investment portfolio, turn to Larry and his team at Meridian Retirement Solutions to help eliminate worry from your financial future.

Larry Goldstein

PRESIDENT

Are you paying too much in taxes in retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

The different types of retirement accounts
Why tax laws are ever-changing
Options for tax deductions in retirement

TUNE IN TO LARRY’S PODCAST!

Find out why creating a plan for your golden years requires more than just saving.

LARRY HAS BEEN QUOTED AND SEEN IN THE FOLLOWING PUBLICATIONS:

GET STARTED IN 3 EASY STEPS:

STEP 1

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

STEP 2

Using the Meridian Retirement Solutions plan, we’ll examine your current financial situation & determine your retirement needs.

STEP 3

Receive a custom strategy to help you reach your unique retirement and income planning goals.

Google Rating

20 Reviews

Meridian Retirement Solutions LLC

5.0

Based on 20 reviews

review us on

Lawrence Malin

16:47 27 Oct 23

Larry is extremely thoughtful and personable. He is never pushy and always keeps my welfare first. Additionally he is always prompt which is a rarity in Florida.I wholeheartedly recommend Larry to any prospective clients.

Dennis Liston

13:37 27 Oct 23

I highly recommend Larry. He has been invaluable in getting our finances streamlined, organized and producing the benefits intended. He is knowledgable, competent and always available for big issues or small questions, always a phone call away. Most of all, we consider him an honorable person that is looking out for the good of his clients.

Jeff Soltan

13:10 27 Oct 23

Larry has always been looking out for our best interests,as a fiduciary and has become a good friend over the years and has put us into some great positions,and has increased our portfolio from day one.I would recommend him to anyone who is looking for a great advisor.

Michelle hannah

20:07 08 Feb 23

We usually do not write many reviews but in this case we felt that the support that Larry provided was extraordinary and wanted to expand. Larry helped us with finding the right annuity product among a lot of information and a large number of different offerings that are out there. He patiently explained the various types of annuity products and which ones would fit into our fiscally conservative retirement strategy. He was quick to respond as we "molded" our selections and he keeps us up to date on this ever-changing industry. This is very important these days as newer, more modern solutions are very attractive and are released all the time. Larry stays on top of it and we appreciate his approach and diligence to find the right plan for you!Dave & Michelle

Debra Hofmann

16:33 02 Feb 23

Larry is in the "1%" of financial advisors. His experience and knowledge have proven to be successful for me. He combines current market conditions with a strong grasp on the individual"s circumstance and needs. Also he is a very nice guy!

gisela ashley

22:15 25 Jan 23

My late husband chose Larry Goldstein for a financial advisor based on the fact that he reached out for quite some time and was not overly aggressive and waited for us to be ready to meet with him. When my husband passed, Larry was wonderful and helping me reinvest our money. I would not hesitate to recommend him as a financial advisor.