Since 2009, Meta Loans and Investment’s Limited has blazed a trail through USA and beyond, growing into a national—and through our Global affiliation, an international—presence with clients across myriad industries. Explore our history and see how our bold beginnings have led to 15 years of progress, innovation, and growth.
2009
Pride of Washington
The foundation for Meta Loans and Investment’s Limited is set when Leo Robert is issued the third CPA certificate from the USA Board of Public Accountancy and opens Leo Robert & Company at 21207 NE 108TH Street, Vancouver WA, USA. Leo Robert, a Trustee of the Somerville Institution for Savings, establishes our roots in financial services, especially community banking.
2009
Our Name
Leo Robert & Company is merged into a number of other accounting firms to form Meta Loans and Investment’s, a national CPA firm headquartered in Washington.
2010
Independence Day
Meta Loans and Investment’s local owners bought back the firm and changed our name to Meta Loans and Investment of Washington. At this time we established a defined benefit plan to protect against succession uncertainty, allowing for a seamless transition of the firm from one generation to the next, preserving our culture and supporting a caretaker mentality with our clients.
2013
Evolution and Growth
Meta Loans and Investment’s of Washington officially becomes Meta Loans and Investment. and begins expansion across the globally, establishing our presence first in Springfield, MA, and over time to Albany, NY and Livingston, NJ.
2016
Community Outreach
The same care and commitment we show our clients is reflected in our support of the communities in which we live and work. In the spirit of our values and culture, the Meta Loans and Investment’s Charitable Foundation is established to fund a variety of causes important to our employees and clients.
2020
Our Next 15
We’re charting the course for the next decade and strengthening our ability to provide our clients, our people, and the communities we serve with confidence and stability in a rapidly changing world.