Medallion Wealth Advisors

CONNECT

Address:

2 Bridgewater Road, Suite 104
Farmington, CT 06032

Phone:

860-967-3032

Fax/Other:

860-255-7774

Financial Planning

The core of what we do for high net worth clients, pension funds, corporations, retirement plans and charitable foundations is to guide them toward their financial goals.

5 Step Process

A solid financial plan serves as an important guide to help you make good decisions, measure progress and know that you are on track to meet your goals.

We document your goals, identify your priorities, analyze your financial situation and advise you of the best path.  To limit the chances of unwelcome surprises, we illustrate a range of possibilities that have been stress tested under various scenarios such as market turbulence, rising interest rates or increasing health care costs.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck