Medallion Wealth Advisors

CONNECT

Address:

2 Bridgewater Road, Suite 104
Farmington, CT 06032

Phone:

860-967-3032

Fax/Other:

860-255-7774

Why Choose Us?

Managing Finances Is A Full-Time Job - Let it Be Ours

We strive to place our clients at the epicenter of everything we do. Our team takes tremendous pride in developing and maintaining long-term relationships with all of our clients. At Medallion Wealth Advisors, we feel that you'll work with a skilled, experienced team of credentialed advisors who are always at your disposal. Our team works to provide complete financial planning and wealth management, minus the sales culture.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

When you work with our advisors, our team helps you manage all aspects of your business and personal wealth. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives, We make sure your assets, investments, insurance plans, and legal documents are structured to support your goals, not hinder them.

We can help you execute a sound financial program utilizing the following products and services:

  • Retirement Income Planning
  • Comprehensive Financial Planning
  • Asset Management
  • Business Retirement Plans (401(k), SEP IRA, etc.)
  • Socially Responsible Investing
  • College Funding
  • Business Success Planning
  • Insurance Services & Annuities

 

Working with Medallion Wealth Advisors can secure your financial well-being and give you peace of mind.

 

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