Reviews
Overall rating
Steve garcia
25 Jan, 2022
I've been doing business with Market Advisory Group for the last few years and only have good things to say about them. They take the time to keep you up to date with your investments and also the staff is very professional and friendly. Another thing I like about their business model is that they also have a lawyer, medicare person and tax service all integrated if you like. This really helps at the beginning of the year when it's tax season and then they can advise the best way to handle taxes when it's time.
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Paul flores
24 Jan, 2022
I would just like to say how pleased my wife and I are with the professional service we have received from Market Advisory. We would not be as prepared and settled for retirement without their guidance and assistance. I highly recommend their services!
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Brenda d
22 Jan, 2022
Market Advisory Group is a one stop shop for all your financial needs. They have you covered when the need is there for your taxes, medicare decisions, trusts and estates and of course taking care of your financial concerns. My only regret is that I didn't make the call years before I did. Thank you Market Advisory "Team".
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Emily carrillo
21 Jan, 2022
I went to Market Advisory Group seeking help with my retirement accounts. I found them to be very professional and knowledgeable. I really appreciated the way they took my personal situation and goals into account. I have already recommended them to friends and family who are seeking financial advice.
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Bill byers
21 Jan, 2022
Robert buche
20 Jan, 2022
This is a one stop shop! They have everything you would need or ask for, all in one place. We spent a lot of energy and time going several different directions, never finding a good fit. The MAG commitment to excellence and their client's success, along with being a fiduciary has given us an ability to trust their team is working hard to help us succeed, understand and benefit from their expertise.
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Tom adamson
19 Jan, 2022
We like the regular meetings on our investments and always the possibility of new investment strategies. Also the weekly updates on our accounts is valuable to us.
We know we can call to get questions and comments discussed timely. It is a benefit to us to have the investments, tax preparation and legal opportunities all at one location, which is the reason we came to MAG.
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Carol basinger
19 Jan, 2022
We initially got invited to an information meal. With the details shared, we set up a portfolio review.
We have been very happy with the all inclusive services. We were able to update our trust. We will save money by using be the Market tax preparation services.
We were able to plan for our retirement over the
past five years. We feel confident that our needs and desires are the focus of all the investment decisions. Danny has been easy to understand, speaking at a beginner's investment level. He has been helpful with all of our investment needs to ensure we will be able to maintain our lifestyle throughout retirement.
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Teresa wallace-abel
19 Jan, 2022
Alfred fisher
27 Sep, 2015
Great and strong company. Has taught me many life lessons and skills while working. I have became more self aware and more independent as an entrepreneur.
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Michelle mccoy
22 Sep, 2015
Market Advisory Group is great to work with! They're very knowledgeable and fantastic at explaining the different options available in a way that anyone can understand. They have nothing but your best interests at heart, and I highly recommend their services to anyone and everyone.
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