Medallion Financial Resources
211 Nokomis Avenue South, Venice, FL 34285
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Medallion Financial Resources, located in Venice, Florida, is a finance and insurance agency that specializes in helping individuals maximize their Social Security benefits, plan for retirement, and secure their financial future. With a focus on providing peace of mind and financial protection, the institution offers services such as life insurance, long-term care planning, annuities, and tax-free retirement accounts like Roth IRAs and HSAs.
The experienced team at Medallion Financial Resources takes the time to understand each client's unique needs and goals, providing personalized recommendations and guidance to help them achieve financial security and stability. By offering comprehensive financial and estate planning services, the institution ensures that clients can protect their assets and create a lasting legacy for future generations.
Securities are offered through AAG Capital, Inc., while investment advisory services are provided by Accurate Wealth Management, LLC. Insurance products and services are offered through Accurate Advisory Group, with licensed agents in all appropriate jurisdictions. The institution emphasizes the importance of consulting with qualified financial advisers and tax professionals before implementing any investment strategies, as investments involve risk and are not guaranteed.
Testimonials from satisfied clients highlight the institution's commitment to providing excellent service and helping individuals achieve their financial goals. With a focus on education and personalized guidance, Medallion Financial Resources is dedicated to helping clients secure their financial future and plan for a worry-free retirement.
Reviews
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