About The Advisor Group
Reviews for The Advisor Group
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
The Advisor Group is highly praised for its efficient and knowledgeable services in setting up trusts. Clients appreciate the thorough explanations and patient guidance provided by Lonnie and his team, making complex legal processes easier to understand. Many couples, especially those blending families, have found immense relief in having their financial and legal matters organized clearly. Lonnie's responsiveness and ability to outline options, including pros and cons, have built trust among clients, leading them to recommend The Advisor Group to friends and family. Overall, the business is recognized for its outstanding support in planning for the future.
Very impressive seminar. The personal were well informed and provided a wealth of knowledge way beyond my expectations. This type of information should be taught at an early age perhaps high school and college. Lonnie and his team we not pushing sells but knowledge. Really wish I could have gotten a copy of the presentation to review some of the material. We will definitely schedule an appointment to secure our estate.
I needed to set up a trust with my new husband to make things easier for our mix of adult + teenage children in the case that something were to happen to either of us. Lonnie and his staff have an efficient process to take a couple like us through the steps, patiently explaining (and re-explaining) all the legal implications. In the space of just a few weeks we had the trust set up. It's a huge relief to know everything is laid out clearly. I highly recommend working with The Advisor Group if you need to set up a trust.
My wife and I had just married and needed to organize our finances and prepare for our future plans. That included building a trust for our combined families. Luckily, I had met Lonnie Epperson in church and had discussed various financial goals with him over the years. When I found out he was handling trusts, we immediately met with him and formed our trust. The whole process could not have been any easier for my wife and me, thanks for the knowledgable instructions and explanations from Lonnie and his team. I would HIGHLY recommend The Advisor Group for your family's plans.