"Professional Services with a Personal Touch"
Financial Services:
- The principals of the firm, Harold Fike and Jeffery Conner, are registered representatives and advisors. They are also licensed for insurance products.
Among the services provided:
- Advisory Accounts
- Setting up retirement plans for businesses
- IRA accounts
- Pension plans, 401(k)’s and IRA rollovers
- Annuities
- Mutual funds
- Life Insurance
Among the companies we deal with:
- OppenheimerFunds
- American Funds
- Putman
- Franklin-Temple
- Pacific Life
- John Hancock
- US Allianz
We have access to many other companies and funds:
- Securities offered through *Medallion Investment Services, Inc.
- Investment advisory products offered through *Medallion Advisory Services, LLC
- Insurance products offered through *Medallion Insurance Services, LLC
- Member Firm NASD/SIPC – (410) 544-8500
- Wholly Owned Subsidiary of the TMG Holding Co., Inc., T/A The Medallion Group
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