Medallion Wealth Advisors

CONNECT

Address:

2 Bridgewater Road, Suite 104
Farmington, CT 06032

Phone:

860-967-3032

Fax/Other:

860-255-7774

Our Technology Partners

Medallion Wealth Advisors has made a significant investment in technology to create a robust infrastructure to support all aspects of the business integrating client relationship management to trading and research.  We currently work with several companies including Albridge, which provides performance information software; Morningstar, Inc, which offers an investment research platform and Advicent Solutions’ Naviplan, which delivers financial planning software.

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