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Business Profile

Financial Services

Medallion Financial Strategies Inc
BBB Accredited BusinessA+Rated by BBB
Visit Website(301) 990-9704Email BusinessWrite a Review

About

Overview

Medallion Financial Strategies Inc

13 E Deer Park Dr

Gaithersburg, MD 20877-2014

Get DirectionsView Service Area

BBB Accreditation & Rating

Medallion Financial Strategies Inc is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Financial Services, Portfolio Management, Financial Planning,
Retirement Planning, Income Planning, Estate Planning, Benefit Recommendations,
Insurance Analysis & Options, Term Life Insurance, Universal/Whole Life
Insurance, Long-Term Care Insurance,  Fixed,
Fixed-Indexed & Variable Annuities, Etc.

BBB Accredited Since: 4/28/2012

Years in Business: 42

Business Details

Local BBB:
BBB serving Metro Washington DC, Metro Philadelphia & Eastern Pennsylvania
BBB File Opened:
10/5/2005
Business Started:
1/1/1984
Business Started Locally:
1/1/1984
Business Incorporated:
11/12/2004
Type of Entity:
Corporation
Alternate Names:
Safe Money Concepts
Federal Navigators
Business Management:
Ms. Eydie Searles, Partner
Mr. Dan Searles, Partner
Mr. John Stohlmann, Partner
Ms. Laura Stohlmann, Partner
Mr. Ryan Dunn, Manager of Finance

Additional Contact Information

Principal Contacts
Mr. Dan Searles, Partner
Customer Contacts
Mr. John Stohlmann, Partner
Fax numbers
Other Fax: (301) 975-9505
Additional Email Addresses
Primary: Email this Business
Additional Websites
medalliongroup.com/federa...

Additional Information

Business Categories
Financial Services, Retirement Planning Services

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