Lawyers map
Reviews
Top review highlights
Pros
1
Knowledgeable and helpful staff that provide personalized financial advice and planning
“Larry and Stephanie have made our decision to move our funds to MAG a very comforting one. They both did a great job of talking to us in layman's terms while answering and explaining numerous questions.”
2
Integrated services under one roof, including financial planning, tax preparation, legal/estate planning, and Medicare/Social Security guidance
“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.”
3
Friendly, professional, and responsive customer service
“The entire staff is very friendly and courteous. They have never pushed us into buying into something, nor have we felt they were trying to sell us something.”
4
Strong focus on client's best interests and fiduciary responsibility
“They have been just that - "advisors" and are wonderful to meet with! They don't use high pressure sales tactics and instead they investigated our current investments, then listened to our goals and presented us multiple options for our investment strategies.”
5
Seamless coordination between different services and departments
“It is great to have all of these services in one place. We have confidence in how they handle our investments.”
Cons
1
Potential conflict of interest with commission-based investment products
“Market Advisory only sold us products. they started with a risk assessment and sold us an annuity with an income ride—good for them commission-wise, but not so good for me in the long term.”
2
Occasional mistakes or oversights in account management that require client follow-up
“There was an issue with the value of our funds being off by thousands of dollars. It was only when we brought it to their attention that it was addressed, and even then it was handled dismissively.”
