Education Financial Services, Your 529 Advisors

As a Corporate Benefit

529 College Savings Plans are rapidly becoming a favorite employee benefit. The Education Financial Services advantage provides the employer:

• Minimal Administration
• Minimal Expense
• Maximum Employee flexibility

Your employees will no longer be forced into a single plan. Your employees will have the ability to select any of available 529 plans from Education Financial Services.

If you would like more information about our corporate services and how we can establish a 529 plan benefit for your employees, contact us at (518) 899-6090

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.

Privacy Policy

Grogan Advisory Services
1709 Cherokee Road #305
Johnson City, TN 37604
518.899.6090

This website is intended for use by residents of AZ, CA, CO, IL, MA, MI, NJ, NY, OR, SC, TX, VA and WA only. The information provided is intended for educational use only and is not meant as a solicitation in any state where we are not licensed

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