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Home Home breadcrumbs arrow Company breadcrumbs arrow Medallion Wealth Advisors, LLC

Medallion Wealth Advisors, LLC

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.

  • Investment Management
  • Headquarters

    Farmington, Connecticut, United States

  • Contact

    (XXX) XXX-XXXX

    medallionwealth.com

  • Company Size

    1-10

  • Stock Symbol

    NA

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Technology Stack of Medallion Wealth Advisors, LLC

Find 17 technologies across 8 categories used by Medallion Wealth Advisors, LLC

Cloudflare

Cloudflare mitigates threats from website scraping to application level attacks e.g. SQL I...


reCAPTCHA

reCAPTCHA is a CAPTCHA-like system designed by Google to establish that a computer user is...


Appriver

AppRiver is an email and web security company, develops SaaS-based anti-spam, hosted excha...


G Suite

G Suite is a suite of apps from Google which offers a number of tools to communicate and c...


Google Docs

Google Docs is an online word processor that lets client create and format text documents ...


Network Solutions

Network Solutions provides web services such as web hosting, website design and online mar...


AdWerx

Adwerx is an advertising platform that helps real estate agents create engaging ads, and a...


Google Maps

Google Maps is a web-based service that enables users to find local businesses, view maps,...


G Suite

G Suite is a suite of apps from Google which offers a number of tools to communicate and c...


Font Awesome

Font Awesome makes it easy to add vector icons and social logos to their website.


ASP.NET

ASP.net is an open source framework for building web applications and services with .NET a...


Bootstrap

Bootstrap is a free and open-source front-end framework for designing websites and web app...


JQuery UI

jQuery UI is a curated set of user interface interactions, effects, widgets, and themes bu...


JavaScript

JavaScript is the programming language of HTML and the Web.


HTML

Hypertext Markup Language (HTML) is the standard markup language for documents designed to...


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Google Forms

Google Forms is a free form builder tool that enables users to create surveys and question...


Appriver

AppRiver is an email and web security company, develops SaaS-based anti-spam, hosted excha...


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FAQs

How many employees are working at Medallion Wealth Advisors, LLC?

Slintel keeps track of 1-10 employees who are working at Medallion Wealth Advisors, LLC.

What industry is Medallion Wealth Advisors, LLC in?

Medallion Wealth Advisors, LLC is in the industry of Investment Management.

What is Medallion Wealth Advisors, LLC's tech stack?

The top technologies used by Medallion Wealth Advisors, LLC are :- Cloudflare G Suite Network Solutions AdWerx G Suite Font Awesome .

Where are Medallion Wealth Advisors, LLC's headquarters?

Medallion Wealth Advisors, LLC headquarters are at Farmington, Connecticut, United States.