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Grogan Advisory
Services, Your Financial Advisors
FREE and CONFIDENTIAL Portfolio Review 
Our
free and confidential portfolio review will analyze:
- Know
your current asset allocation.
- Are
you as diversified as you should be?
- What
sectors are you invested in?
Our free
and confidential portfolio review will tell where your money is invested,
are you over or underweighted, what sectors your invested in, and are
your mutual funds and stocks doing what you expect them to do. Are you
mutual funds allowing you the diversification you need?
Provide
us information on your investment accounts to:
larry.grogan@efs529.com
or mail to:
Grogan Advisory
Services,
151 Arrowwood Place,
Malta, NY 12020
or call us
at 518-899-6090 for further details.
Feel
free to review all of our available plans.
Securities offered through Medallion Investment
Services, Inc.*
Member NASD & SIPC (410) 544-8400
Insurance products offered through Medallion Insurance Services, LLC*
*Wholly-owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group
Non qualified withdrawals are subject to federal and
state income tax and a 10% penalty.
The federal tax treatment of 529 Plans under the Economic
and Tax Reconciliation Act of 2001 will expire after December 31, 2010
unless Congress extends the law.
.
Grogan Advisory Services
151 Arrowwood Place
Malta, NY 12020
518.899.6090
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