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The decision to use an investment firm is not an easy one.  At The Medallion Group we build strong relationships with our clients and believe that we can do this best by providing them with the products and services that meet their specific goals and objectives.  The Medallion Group offers virtually all types of securities.  As an independent investment firm, The Medallion Group does not offer proprietary products which gives the client tremendous flexibility.  Following is a list of some of our products:

  • Mutual Funds*: Over 5,000 funds are available through over 70 different companies.
  • Variable Annuity and Life*: More than 50 companies provide us with variable annuities and life products.
  • General Securities: NYSE & NASDAQ-Amex Stock; government, municipal and corporate bonds. Securities trades are executed through Pershing a BNY Securities Group Co.

    The above products are offered through Medallion Investment Services, Inc.
  • Fixed Annuities and Insurance: More than 30 companies provide us with fixed annuities and traditional life products.
  • Investment Advisory: Our associates have access to many third party money managers. We also offer a fee-based plan with Fidelity Registered Investment Advisor Group and Pershing through our Medallion Advisory Services, LLC.

The Medallion Group provides you the products and product knowledge you need to achieve your lifetime goals. 

 

If you would like to work with one of our financial advisors click here.

Securities Offered Through Medallion Investment Services, Inc.*, Member NASD & SIPC
811 Governor Ritchie Highway, Suite 25 / Severna Park, MD 21146 (410) 544-8400
Investment advisory services offered through Medallion Advisory Services, LLC*
Insurance products offered through Medallion Insurance Services, LLC* Wholly
*-owned subsidiary of TMG Holding Company, Inc., T/A The Medallion Group
Questions: Comments: Problems: webmaster@medalliongroup.net

The investment advisor or investment advisor representative may only transact
business in the state it is registered, or in states where registration is excluded, or
where a registration exemption may apply. Follow-up, or individualized responses to individuals
by the investment advisor or investment advisor representative that involve either the effecting or
attempting to effect the rendering of personalized investment advice for compensation, will not
be made unless the advisor is in compliance with registration requirements or an applicable
exemption or exclusion exists. This web page does not attempt to effect transactions
in securities, or render personalized investment advice for compensation, but is
limited to the dissemination of general information on products and services.


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