Meade Financial Group
Your Local Transition Team
Meet The Team
Our team is dedicated to help you each step of the way. Take a minute or two to get to know us. Always remember that your needs are ours as well.
Call Us Today 304-845-0288
Bob has been in the financial services industry since 1983. Bob served as Vice President with a well-known national company until 1990, when he left to form his own independent agency, “Meade Financial.” There he offered a broad range of financial products, life and health insurance, annuities, a wide array of investments, as well as home mortgages and real estate.
With the complexities in the retirement planning, and asset preservation arena, he has chosen to concentrate his sole efforts there.
He is very passionate about helping his clients achieve their goals and create financial “peace of mind.” Working together with Gregory Gentry, they bring many years of experience to the table.
James R. "Bob" Meade
Founder & Owner
Harriet Meade
Business Administrator
Harriet joined Meade Financial Group in 2009. She has extensive background in business management after operating their family retail business for 19 years. She manages and administers the daily operation of their financial practice.
In addition to thirty years of experience in the financial and estate planning industry, some of Greg's professional designations include Certified Estate Planner (CEP) and Registered Financial Consultant (RFC). These designations required extensive study, passing comprehensive exams in taxation, investments, insurance, estate, trust and retirement planning, as well as annual continuing education requirements. Greg brings 30+ years of experiance and is an Independent Licensed Insurance Representative focusing on estate planning products. Greg attended Ohio University and completed the College of Financial Planners Advanced Estate Planning and Trust course.
