Theodore Meyer, Certified Social Security Consultant
Theodore Meyer
Investment Advisor, Meyer Financial Services
Professional Profile
Ted Meyer III is a seasoned Investment Advisor and the founder of Meyer Financial Services, located in the heart of Scottsdale, Arizona. With over 20 years of experience in the financial services industry, Ted has devoted his career to helping individuals and families navigate their financial goals and dreams. His passion lies in crafting customized financial strategies that not only safeguard his clients' investments but also enhance their overall quality of life.
As a holder of the NSSA® Social Security certification, Theodore Meyer brings specialized knowledge of Social Security planning to every client relationship.
As a Certified Annuity Specialist (CAS®) and a fiduciary advisor, Ted adheres to the highest standards of ethical practice, ensuring that his clients' interests always come first. His expertise in financial planning and investment management is complemented by his Series 65 securities license, allowing him to provide comprehensive financial advice tailored specifically to each client's unique situation.
Respected for his independent and objective approach, Ted established Meyer Financial Services in 2006 to offer unparalleled service and strategic insight to his clients. He is a proud member of the National Association of Insurance and Financial Advisors (NAIFA), reflecting his commitment to professionalism and ongoing education in the field.
A native of Chicago and a former college golfer, Ted now resides in Scottsdale with his wife, Stacey, their children, Joseph and Ella, and their beloved dog, Max. When he's not dedicated to his clients, Ted enjoys spending time outdoors, whether on the golf course, hiking, or volunteering with the Knights of Columbus. Experience the difference with Ted Meyer III—where your financial dreams are supported by expert guidance and compassionate service.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.