Medallion Wealth Advisors
Investment Management, 2 Bridgewater Rd Ste 201, Farmington, Connecticut, 06032, United States, 1-10 Employees
Who is MEDALLION WEALTH ADVISORS
Medallion Wealth Advisors (MWA) is an independent investment advisory firm which is dedicated to providing high quality advice, research and service. Integrity, discretion, transparency, ...
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Headquarters: 2 Bridgewater Rd Ste 201, Farmington, Connecticut, 06032, United States
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Date Founded: 2010
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6282
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Medallion Wealth Advisors
Answer: Medallion Wealth Advisors's headquarters are located at 2 Bridgewater Rd Ste 201, Farmington, Connecticut, 06032, United States
Answer: Medallion Wealth Advisors's official website is https://medallionwealth.com
Answer: Medallion Wealth Advisors's revenue is $1 Million to $5 Million
Answer: Medallion Wealth Advisors's SIC: 6282
Answer: Medallion Wealth Advisors's NAICS: 523930
Answer: Medallion Wealth Advisors has 1-10 employees
Answer: Medallion Wealth Advisors is in Investment Management
Answer: Medallion Wealth Advisors contact info: Phone number: Website: https://medallionwealth.com
Answer: Medallion Wealth Advisors (MWA) is an independent investment advisory firm which is dedicated to providing high quality advice, research and service. Integrity, discretion, transparency, objectivity and proactive communication are the character of our organization. Our Consultative Approach We sit on your side of the table. This concept is sacred to our firm. We'll roll up our sleeves and go to work on your behalf. Our advice is objective and driven only by what is best for you. With Medallion Wealth Advisors, you will receive honest, thoughtful advice from a partner who knows you and understands your lifestyle, needs and dreams. Our Team of Professionals The MWA Team has vast experience in a number of specific areas, including asset allocation, portfolio management, elder client estate preservation, retirement planning and college funding. To achieve success, you need to coordinate all facets of your financial life, including investments, taxes, insurance, benefits and estate plans. That's where we come in. We put our team of professionals to work on your behalf, while also drawing upon outside resources. Whether it's working directly with your accountant or attorney, or connecting you with one, we'll help you get the best advice in all areas.
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