Reviews
Overall rating
John moody
02 Apr, 2024
I've been contributing to my 401K for the last 40 years and have pretty much let it manage itself. As I'm getting closer to retirement, I knew I needed to make some changes, but I didn't know where to start (and like most people, I hate change). Fortunately, my daughter-in-law, Jenah Moody, is a Paralegal for the law firm at MAG and suggested that I meet with financial advisor Larry Kloefkorn. Larry and Stephanie Perkins have been great to work with and helped to make the transition to get all of my investments moved over very easy. I look forward to working with them in the years to come.
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Samantha steinbrecher
31 Mar, 2024
What a wonderful and easy experience! Meredith helped us with some estate planning and she was absolutely delightful. Thank you Meredith for your help.
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Cheyenne (siren)
31 Mar, 2024
The accounts processor Chris is amazing
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Drea bush
31 Mar, 2024
Chris gave me the Best experience! Professional and friendly!
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Shane goodson
30 Mar, 2024
Chris was really great
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Sherry fowler
30 Mar, 2024
Chris is awesome and super nice guy
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Mark shelly
30 Mar, 2024
Stephanie is ALWAYS a friendly voice on the phone. She gets things done correctly the first time, every time!
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Mary wong
30 Mar, 2024
Received Meredith’s business card through a mutual friend when I had questions about estate and who and when to book an appointment.
I called and she was delightful, answered questions and set up an upcoming appointment.
I was impressed with the service so far.
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Haley bosley
30 Mar, 2024
I was impressed with Market Advisory Group and they have an accounts processor that’s absolutely amazing named Chris. Also the snack bar is Awesome with fresh fruits, variety of snacks and beverages!
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Dee mitchell
30 Mar, 2024
Chris Sawyer the accounts processor is great!
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Jerrica blaes
29 Mar, 2024
Shout out to Chris Sawyer, Accounts Processor for making my experience simple, fast, and easy.
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Miguel martinez
29 Mar, 2024
Chris sawyer is an outstanding account processor. Super helpful and great to talk to.
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