I have been with Medallion for 2 years now but I have learned investing more from them than in past decades that my financial advisor has my investments. I'm learning more about self-direct investing through guidance from the Medallion team. I get weekly/monthly updates as opposed to quarterly meetings with the financial advisor who gets paid whether my AUM is up or down in value. Medallion has given me the confidence and clarity to invest on my own. The team is knowledgeable, supportive and truly cares about their clients to succeed, currently we are Medallionaires :-)If you are still looking for that financial freedom and wants to achieve it earlier, I recommend that you chat with the team and check them out yourself.
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