Whitney Clifton's Contact Details

Whitney Clifton's Company Details

Meld Financial

Vestavia Hills, AL, US • 10 - 19 Employees
Financial Services

We are a financial planning and investment management firm offering unbiased, independent services for businesses and individuals. We believe that the customer is the driving force behind everything we do. Every decision we make or recommendation we offer originates from the question, "what course of action would we recommend for ourselves, given the same set of circumstances our client is facing."​ This philosophy has proven to be very beneficial for our clients and our organization.Meld Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind.Please feel free to contact us at 205.967.4200 or mark@meldfinancial.com.The information contained herein should not be construed as legal advice or a legal opinion on any factual situation. Its contents are intended for general information purposes only. Always consult with a competent professional service provider for advice on tax, accounting, and other financial matters specific to your situation.Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory services offered through Meld Financial, Inc. Triad Advisors and Meld Financial are not affiliated.