Not everyone of retirement age is ready to retire. That's why more people are considering a partial retirement. Financial professional Chris Mediate talked with WFMJ-TV and discussed why this plan could work for you. Using the Clear View Retirement Plan, we'll examine your current financial situation and determine your retirement needs.
With 'Britney Spears' case making headlines, local financial expert breaks down conservatorships. Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
With 'Britney Spears' case making headlines, local financial expert breaks down conservatorships. Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
Services
The team behind Mediate Financial Services, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. For over 25 years, Christopher has helped clients create financial strategies designed to build and protect their retirement wealth.
At Mediate Financial Services, Inc., we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
Want your loved ones to experience the kind of financial confidence you've found from working with us on a well-thought-out financial strategy? Well, now you can. All it takes is connecting your loved ones with a trusted financial professional who can help them navigate the ups and downs of life. Then, let your friend or family member know you'd like for them to have the opportunity to talk with us.
Reviews (10)
Bette Clegg
Jan 05, 2022
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My husband and I have used Mediate financial for many years. A lot of life changes have occurred along the way. Chris is always available to quickly answer our questions and guide us through our changing circumstances. Leslie and the support staff are responsive and very helpful. We have never felt like a number or unknown client. We would highly recommend trusting your financial planning to Mediate Financial Services. They will provide both professional and personal advice. We have been very happy with the outcome of how our portfolio has performed.
Rocky Bellino
Dec 21, 2021
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Positive: Professionalism, Responsiveness
From the first moment of meeting Chris, We knew that he was who we trusted with our finances. It’s been 10 years and we still feel the same way. It been the best 10 years ever. Not only is he our financial advisor, but a great friend. We consider him family. He also has an amazing wife and sons and you can’t beat his amazing staff.
From the first moment of meeting Chris, We knew that he was who we trusted with our finances. It’s been 10 years and we still feel the same way. It been the best 10 years ever. Not only is he our financial advisor, but a great friend. We consider him family. He also has an amazing wife and sons and you can’t beat his amazing staff.
Ryan Sawyer
Dec 21, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Mediate Financial will help you with all your financial needs. The office dynamic is family and friend oriented. Super professional and friendly as if you have known them for years. They work very hard to process all of your paperwork and questions in a timely manner. Highly recommend if you are in the market for a financial planner.
Mediate Financial will help you with all your financial needs. The office dynamic is family and friend oriented. Super professional and friendly as if you have known them for years. They work very hard to process all of your paperwork and questions in a timely manner. Highly recommend if you are in the market for a financial planner.
Ginny OMellan
Nov 01, 2021
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Florence McFadden
Oct 02, 2021
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My experience with Chris Mediate has been a true blessing. He is so professional and progressive in his knowledge in the world of finance. Twenty years ago he guilded me with with oldest daughter's college funding applications,then three years later with my younger daughter's college planning. What a releaf to work with someone so kind and trustworthy . He continues to advise me in all retirement investments and listens to my needs.
Mike Fayad
May 29, 2021
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Not your typical financial advisors. They aren’t just trying to sell and get you invested in a product like some other advisors I have dealt with. Chris and Leslie took the time to listen to our goals and dreams and recommended investments that were suitable for us. They didn’t just stop there. We have 3 kids about to enter college. Since they personally just went through the college admission and financial process with their own kids, their insight on how to navigate those waters was invaluable. Their guidance has been spot on. I typically don’t review companies online but felt the need
Peggy Caratelli
May 05, 2021
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My husband and I consider ourselves SO blessed to have found Chris and Leslie (and staff). We hadn't made good decisions in our past lives but Chris put things together for us in a way that we were able to understand and embrace going forward. We are now looking forward to retirement without fearing we'll have to eat cat food! Seriously, they are the absolute best. ALWAYS willing to spend the time it takes to make sure we are informed and knowledgeable where the financial strategies are concerned. Never do we feel rushed, and we have MANY questions! They are good, good people who care about their
Susan Bleggi
Jan 11, 2021
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I am so thankful to have Mediate Financial as my advisor especially now that I am retired. I’ve had several previous advisors and this is the first time I have had so much communication and support. He and his staff are always available and quickly respond to any questions or concerns that I have. I have peace of mind because Chris is extremely knowledgeable and conscientious. Most importantly, Chris and Leslie are honest caring people who have a passion for helping others.
Bob White
Dec 23, 2020
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We've been working with Chris and team for a little over a year now and are thrilled with our choice of financial advisor. Working with Mediate feels like being a member of a family. Compassion, availability, and effective communication, along with topnotch financial advice has given us the confidence we need as we move through our financial journey toward a secure retirement.
Nicole Dlwgosh
Jul 15, 2020
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We've been with Mediate Financial for years. Chris and Leslie have become a part of our family. I've never met anyone so passionate about helping people. They always answer when we call. Chris always give us personal attention and quality time, whenever needed. We' are so grateful to have Chris & Leslie looking out for us, through this scary pandemic. They have reached out and kept us updated every step of the way. Not only do they take care of our investments, but they take care of us on a personal level. They always show how much they care about each and everyone of us. Chris Mediate is the financial