Medallion Group

Medallion Group

  • 3419 Via Lido Ste 216
  • Newport Beach, California
  • 92663
  • Phone: (949) 222-2356
  • Fax: (301) 975-9505
  • Website

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Description

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.

Fact sheet

Number of employees
10-14

Company contacts

  • Patrick Carroll
  • Manager

Products & services

security

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