At Medallion Financial Group, we believe financial planning is about Family. We have been helping families invest in the future since 1987 through a holistic planning approach. We recognize there are a variety of needs when it comes to retirement planning, plan rollovers, annuities, college planning, life insurance options, and investment management.
For over 30 years, federal employee retirement planning has been a key focus of ours. We recognize that FERS retirement benefits have extra layers of complexity, such as the Thrift Savings Plan (TSP), 401K, Pension plan, FEGLI and more.
Our financial advisors help with the basics and beyond to enable our clients to get the education, advice and management they need to retire with confidence.
As fiduciaries, we stand against any violation of laws, values and ethics. We treat our clients like family and strive to exceed their expectations.
Securities and investment advisory services offered through Grove Point LLC, MEMBER FINRA/SIPC.