Guiding families toward financial freedom Questions? Call or text (484) 717-0544
About us

Independent. Family-focused. On your side.

Meridian Financial Group helps homeowners and families protect what matters most — with honest advice and coverage from top-rated insurance carriers.

Kaitlyn Palma, Founder and Licensed Broker
Meet the founder

Kaitlyn Palma

Founder & Licensed Broker · Pennsylvania

I entered the financial services industry in 2020 after years in the corporate world. Like many families, mine went through a lot of change during COVID, and it led me to rethink what I wanted my work to stand for. This industry has given me the freedom to be present for my family while building a business with real purpose: helping other families protect theirs.

Over the years, I've seen far too many families turn to GoFundMe campaigns after a loved one is diagnosed with a critical, chronic or terminal illness, or after an unexpected loss. In many of those situations, the right coverage could have prevented that financial strain. That's why I'm so passionate about mortgage protection and living benefits. They're built for exactly those moments.

As a wife and a mom of four, I know what's at stake. My goal is simple: if the unexpected happens, your family shouldn't face financial hardship on top of grief or recovery. They should be free to focus on healing and on each other.

— Kaitlyn

Our values

What you can expect

Integrity

We recommend what's right for you, even if that means less coverage or none at all.

Education

We explain how every plan works in plain English, so there are no surprises when you need it.

Service

We're here for policy reviews, beneficiary changes and claims support long after you're covered.

  • Licensed, independent broker
  • Honest recommendations, never pressure
  • Multiple A-rated carriers compared
  • Convenient appointments by phone
  • Ongoing service after your policy is in force
Carriers we work with

Top-rated companies. One independent agent.

Because we're not captive to one insurer, we can compare plans from many of the country's most trusted carriers to find the right fit and price for you.

American Amicable
Occidental Life
Mutual of Omaha
Corebridge Financial
Foresters Financial
Combined Insurance
Royal Neighbors of America
Baltimore Life
GTL
Transamerica
Aflac
Gerber Life
Americo
CICA Life

Carrier names and logos are trademarks of their respective owners and are shown to identify companies we are appointed with. Their use does not imply endorsement. Not all carriers or products are available in all states.

Let's protect what you've built.

A free, no-pressure review takes about 15 minutes by phone.