About The Medallion Group When all is said and done, it is really an individual’s hopes and dreams that matter most. At Medallion, we are guided by that belief in every aspect of our business. In all of our efforts, products, and services, we remain focused on a single mission—your future and your satisfaction. Founded in 1984, Medallion Financial Group, LLC is a regionally based, comprehensive financial services firm, specializing in estate, investment, retirement, and tax planning. Since its founding, our firm has grown to serve a select base of customers throughout the Baltimore-Washington area. Currently, we serve more than 1,300 clients with over 200 million dollars in management. In every case, we seek to build a lasting partnership with each of our clients, by identifying their concerns and providing real solutions. We benchmark our success on their satisfaction, and that we have helped them pursue their goals.
Securities offered through Securities Service Network, Inc., Member FINRA/SIPC. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investment products and services available only to residents of AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, ME, MD, MA, MI, MT, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, SD, TN, TX, WV, WI. Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor. These services are available only to residents of DC, DE, MD, MT, NH, NY, NC, PA, SC.
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