• Celebrating 30 Years

    Medallion Financial Group

    Financial planning firm specializing in individualized solutions for estate, investment, retirement, and tax planning.

    See How We Can Help You Contact Us
  • Tell Your Neighbors! Tell Your Friends!

    Let Us Serve You

    We’ve been growing our business for over 30 years with referrals. Why? Exceptional service and individualized attention to our client's needs. Don't keep us a secret!

    Refer a Friend Contact Us
  • Our Family Serving Yours

    We Help You Find The Best Financial Course For Today And Your Future

    We meet you where you are and help you get where you want to go.

    Learn More Contact Us

Welcome To

Medallion Financial Group

Founded in 1987, Medallion has been helping people plan a comfortable financial future through financial planning; including estate, investment, retirement, and tax planning.

We Take Care Of Your Finances

So You Can Focus On Where You're Going

We Get To Know You

The first thing we do when we start working with you is get to know who you are. How did you get to where you are today, where do you want to go in the future?

We Plan With You

Once we have all the pieces, we analyze your information and build a personalized financial plan for you, oriented around your life goals and needs.

We Take Care Of You

We will meet with you regularly to keep you on track with your goals. We're also available every workday to answer any questions or problems you might have.

What Makes Us Different

Family-Owned And Operated Since 1987

One of the first things you notice when you walk into our office is the warm and friendly atmosphere where you will feel at home. When you sit down with your advisor, you will have a judgement-free conversation about your finances. At Medallion, you can expect a personalized experience with a dedicated advisor who will be there for you through all of life's changes. Our only minimum is that we like working together!
  • Real People

    Call our office and talk to real people who will answer your questions.

  • Decades of Experience

    Advisors with over 35 years of experience.

  • Private Consulting Firm

    No franchise, no quotas, and no minimums. We focus on your goals.

Learn More About Us

Tell a friend

Let Us Serve You

We’ve been growing our business for 30 years by word of mouth. Don’t keep us a secret!

 

Contact Us Today        Refer Your Friends

Recent Blog Posts and Podcasts

Check Out What We're Thinking About

Shredlist

Do you ever wonder what you should and should not send through the shredder? According to the Environmental Protection Agency, […]

Read More

WEBINAR: Understanding The New Tax Laws 2018

Since the new tax laws in 2018 were the most significant tax change in the United States in over thirty […]

Read More

43 Reasons Why You Need A Financial Advisor

FINANCIAL PLANNING Guides you to think about areas of your financial life you may not have considered. Formalizes your goals […]

Read More

Listen to Our Podcast on SoundCloud