At Medallion Group,
Financial Planning is about Family.
We opened our doors in 1987 and have been helping families invest in the future for over 30 years. Our focus is twofold: first and foremost, we are fiduciaries. We stand against any violation of laws, values and ethics. Second, we treat our clients as part of our family, putting their needs before our own. We strive to exceed client’s expectations – because we have high expectations of ourselves.
We Always Look for the Triple Win
- Doing what’s ethically and legally best for individual clients
- Taking care of our staff so we can stay in business
- Helping the companies we represent plan and adapt as the financial climate changes
It’s not just about managing money; it’s about navigating your financial future and creating a plan with you to help you get there.