We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB
Share
Business Profile

Retirement Planning Services

Market Advisory Group, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Retirement Planning Services.

Reviews

This profile includes reviews for Market Advisory Group, LLC's headquarters and its corporate-owned locations. To view all corporate locations, see

Find a Location

Market Advisory Group, LLC has 5 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Please enter a valid location.

    Customer Review Ratings

    4.2

    Average of 5 Customer Reviews

    Want to share your experience?

    Leave a Review

    Review Details

    • Marianne E

      Date: 03/28/2024

      I have been with MAG for 2 years. Matt is my primary advisor. He carefully explains multiple investment options that fit my risk comfort level before I invest my funds. I appreciate the personal attention I receive from the MAG team. They are knowledgeable, personable and helpful.

    • Heath J

      Date: 03/26/2024

      We were with 2 firms prior to this one and they either failed to guide us in the direction that needed to be done or gave us poor advice. Leading to tax fines or losses in gains.
      I feel like that we were pretty small potatoes from some of the other clients.

      Well not the case here!! We have gotten the best treatment one could ever ask for, Rick & Tammy have given us the best service we could ever ask for, now today we met with Lauren for our taxes, never had so much fun dealing with the taxes..!!!could almost do them twice!

    • Karen H

      Date: 03/23/2023

      I started with Market Advisory Group in 2018. I think I had high expectations for a financial advisory firm and wanted a comprehensive approach. I had tried a couple of other financial firms and got a piecemeal approach. I am thrilled with the service and the professionalism I have received from Market Advisory Group. I have worked with Matt G****** as my "primary" point of contact; however, I feel like I have a large team focused on my portfolio and financial advisement. We discuss a comprehensive agenda of financial trends/issues specific to my portfolio systematically and timely and then Matt brings in the right specialist. I have had a family Trust in addition to my personal portfolio and retirement planning and the team has helped me work through both very effectively. Since I first started with Market Advisory Group, I have left the state and moved to Virginia. But my team continues to work with me seamlessly and very effectively. I do not want to ever have to change financial firms again. Market Advisory Group has set the bar so high that it will not be possible to find a team as effective as they have been and continue to be. I trust them. I love the values they embrace. I am thrilled! I highly recommend if you want excellence.

    • Lynn S

      Date: 03/14/2023

      We have been with Market Advisory Group for about 5 years now. We left another financial advisor after we sat through one of the Retirement presentations, went to an initial meeting with written questions in hand, and discovered that we would be working with a licensed Fiduciary Advisor. Our other advisor was good, but there is a difference between a regular Financial Àdvisor and a Licensed Fiduciary Advisor. Over our time with Matt as our Advisor, he has been patient and straightforward with his counseling. We have never felt ignored. Meetings have been scheduled in a timely manner. We leave with paperwork in hand showing us where we stand. In talking to the other Advisors at this business, I believe they all have a high level of standards they work by. There are other services offered to make many concerns work well together.
      In conclusion, we recommend Market Advisory Group, LLC.

    • Debra S

      Date: 03/04/2023

      Debra S

      Date: 03/04/2023

      I went to MAG after having concerns about a previous company and their handling of my account. I put my trust in an advisor to take care of my investments. It was good to feel that he understood my concerns and need to grow my investments for the future. Since I’m not very knowledgeable in this area, it was reassuring to know I could trust him. I’m retired and have health issues and am on a fixed income. But to my shock, I lost at least one third of my total worth in the stock market, due to my advisor’s incompetent handling of my investments. At my current age of 70 I don’t know how I’ll live the rest of my life on what is left.
      Other members of MAG served me well, with taxes and estate planning, but I feel foolish and angry that I trusted someone who even made commissions on my devastating loss. Sadly, can’t do anything to recover what I lost, but maybe this will warn others to be alert to those who don’t have their client’s best interests at heart.

      Market Advisory Group, LLC

      Date: 03/08/2023

      Debra, we called you multiple times, you never responded, in addition you would frequently skip your scheduled appointments. Makes our job impossible when you do not make you scheduled reviews. We hope you find someone that can serve you better.

    Market Advisory Group, LLC is NOT a BBB Accredited Business.

    To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

    Why choose a BBB Accredited Business?

    BBB Business Profiles may not be reproduced for sales or promotional purposes.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

    When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

    BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.

    As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.