October 27th: Oktoberfest

Autumn harkened our tastes to beer.

Our clients and their guests joined us for this fun event and sampled a few brews while enjoying food and fun door prizes on Thursday, October 27th.

Our Special Guest Scott, the Brewmaster from Olde Towne Gaithersburg’s
Growlers, brought entertaining enlightenment about his craft.

At Medallion Financial Group, we believe financial planning is about Family. We have been helping families invest in the future since 1987 through a holistic planning approach. We recognize there are a variety of needs when it comes to retirement planning, plan rollovers, annuities, college planning, life insurance options, and investment management. It is easy to get lost in a sea of choices. Our financial advisors help with the basics and beyond to enable our clients to get the education, advice and management they need to retire with confidence.

Our focus is twofold: first and foremost, we are fiduciary advisors. We stand against any violation of laws, values, and ethics. Second, we treat our clients as part of our family, not only those who call Maryland and Georgia home, but clients across the US who have benefited from our reputation of personal service, integrity, and expertise.

We strive to exceed client expectations – because we have high expectations of ourselves.