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FEATURED ON:
Excellent
4.9
This is a wonderful team! They are always willing to answer questions and give the best customer service possible. I am glad I made the move to McAdams Group!😀
Related a difficult subject at a very understandable level. Thank you Mic Shellenberger
Everyone I worked with was friendly, professional, and very helpful.
Could not ask for better service that have met all our financial needs, especially into retirement.
Very Professional service and excellent support through the whole process.
Response from the owner: Thank you for your review, Hilda! We’re glad to hear our service and team of professionals made you feel supported. Your satisfaction matters to us.
The staff at McAdams Group were all friendly & very thorough. I highly recommend them.
Response from the owner: Richard, we’re thrilled to hear that our team at McAdams Group made you feel welcome and took the time to be thorough. Your recommendation means the world to us, and we can’t wait to assist you again!
Response from the owner: Thanks for the 5-star review, Maniram!
It was a great experience. Michael was great to work with and took care of everything we needed.
Response from the owner: Tim, we’re thrilled to hear you had a great experience working with Michael. He truly goes above and beyond to ensure our clients’ needs are met. We appreciate you taking the time to share your feedback!
Mr Mike Simpson is the best, knowledgeable, patient,and extremely kind. This was difficult for me being a senior and He made it all possible.
Response from the owner: Justina, thank you for your great review! We’re delighted that Michael made your estate planning session easy and clear. His knowledge and clear answers are invaluable. I’ll give the Estate Planning team and Mike a shout-out on your behalf.
Mike Simpson is a FANTASTIC ESTATE PLANNER. He’s down to earth, straight forward and thorough. He listens very well and puts a package together uniquely to your desires/needs. He is a TRUE PROFESSIONAL who is dependable, reliable, efficient and amiable. He’s 5 Star across the board!
Response from the owner: Mike Simpson is super friendly! You can count on him to give you the best service possible; the team is thrilled you had a 5-star experience, Marvin!
My experience with McAdamS Group has been great so far. I was a little apprehensive about working with them at first because they are not located in my state. Frank Bailey was patient and walked me through investment opportunities to grow my retirement income. He broke it down so that I as a novice I could understand and make an informed decision. Kelley Booker is amazing, I love how she is personable while still very professional and efficient. She did not rush to the point although I am sure she had other clients to assist. So far I would recommend them if you are trying to grow your retirement income without unacceptable high risks.
Response from the owner: Thank you for taking the time to leave us a 5-star review! We’re glad to have had the opportunity to assist you in your financial planning journey. Terrie, we will make sure to shout-out Frank and Kelly on your behalf.
This company has been tremendous with my investments especially after my mother passed away. So pleased I stayed with McAdams Group to handle everything. They could not have done any better!
One stop shop for taxes and investments.McAdams Group is focused on your lifetime of income through conservative investment vehicles.
Jeff did a great job of going through things and making sure we understood the pros and cons of issues.
Response from the owner: We’re so grateful for your positive feedback! A 5-star rating from you motivates us to continue providing top-notch financial planning services. Thank you for choosing us!
Jeff is great! Always takes plenty of time answering our questions and explaining everything to us.
Response from the owner: We’re thrilled to receive your 5-star feedback! Thank you for trusting us with your financial planning. We’re thrilled to shout-out Jeff on your behalf and we’re always here to assist you!
I had some questions about Estate Planning. After I attended the webinar with David McAdams, l booked an appointment and I had the pleasure of working with Mike Simpson, my Estate Planning Coordinator. Mike was very knowledgeable and professional. His patience was parallel with his knowledge about Estate Planning. He was able to answer all of my questions and ensure that I was at ease with all of my concerns. As a result, I am now at peace with my future plans. Kudos to you Mike! You are an asset to the McAdams Estate Group, LLC!!
Response from the owner: Maud, thank you for your wonderful review! We’re so glad to hear that the webinar with David and your experience with Mike exceeded your expectations. His knowledge and patience are truly valuable, and it’s great to know you feel at ease with your future plans. We appreciate your kind words and are proud to have Mike on our team!
I was hesitant in starting my estate planning but Mc Admams Group make it easy and understanding. I would recommend them to all my family and friends. Thank you for making my assets protected all in one place for my children to handle easily upon my passing. Thank you so much!
Response from the owner: Thank you Linda for the stellar 5-star review! It’s fulfilling to know that our estate planning services have been beneficial to you.
Everything we were looking for. Professional, thorough. Answered all our questions and asked a ton of questions to make sure plan was tailored to what we looking for in long term plan.
Response from the owner: David, we’re glad our advisors could provide outstanding service for you and your family. The team at McAdams Group appreciates the 5-star review.
Response from the owner: Gail, it makes our day to hear that we could provide 5-star service. We’ll make sure the team receives your feedback.
We had a fantastic experience working with Michael Simpson during our estate planning session. He broke down the process in simple terms which made it easier to understand. Also, he was quick to provide quick and thoughtful answers to any questions that we had. If you’re in search of someone who really knows their stuff and can guide you through the estate planning process with ease, I recommend Mike. He is the best!
Michael Simpson made our estate planning session a breeze! He explained everything in simple terms and was super knowledgeable. Whenever we had questions, he had clear answers. If you are looking for the best, Mike is definitely your guy!
Response from the owner: Eve, thank you for your great review! We’re delighted that Michael made your estate planning session easy and clear. His knowledge and clear answers are invaluable. We appreciate your recommendation and are glad you had a wonderful experience with Mike!
Mike always present and providing verbal and written information in a manner I could understand. He is patient and personable. The program that the McAdams group provides for modifying your trust is reasonably priced and provides a long-term relationship with them and your executor after you pass.I strongly recommend designing or updating your revocable living trust with Mike.
Response from the owner: Therese, thank you for your fantastic review! We’re thrilled that Mike’s clear communication and personable approach made a positive impact on your experience. It’s great to hear you found our trust modification program reasonably priced and beneficial. Your strong recommendation means a lot, and we look forward to assisting you again in the future!
Wonderful service. Very congenial service
Response from the owner: Robert, we’re delighted to hear that you enjoyed our congenial service. Providing a friendly and supportive experience is our top priority, and your feedback truly means a lot to us. We look forward to serving you again in the future!
Michael was both informative and helpful in my estate planning process.
Response from the owner: Suzi, thank you so much for your kind words! It’s great to know that Michael’s knowledge and attention to detail made the process easier for you. We appreciate your feedback!
Michale Simpson went above and beyond to set up our family trust. His knowledge and experience were invaluable and he made the entire process as easy as possible. He prepared all documents for us and made very specific lists of what my role was and how to take care of every detail. He took care of my entire family and all of our needs perfectly. Highly recommend!!!
Response from the owner: Stephen, thank you for your wonderful review! We’re glad Michael could make the trust setup easy and provide excellent support for your family. Your recommendation means a lot to us!
Michael is professional and knowledgeable.
Response from the owner: Tom, thank you for your review! We’re glad to hear that Michael impressed you with his professionalism and knowledge. We appreciate your feedback!
Response from the owner: Carl, Five stars! We truly appreciate the review.
Response from the owner: Carlos, the team at McAdams Group appreciates the 5-star review.
Michael Simpson does an excellent job of planning and explaining all the nuances and intricacies of our estate plans.
Response from the owner: Thank you, Delroy! We’re glad to hear that you found our estate planning process clear and informative. Your feedback means a lot to us, and we look forward to serving you again!
We could not have asked or prayed for a more professional, understandable, patient and thorough handling of my Mom’s trust. This was handled with such ease and expertise we were all amazed and proud to have this representation! Kudos!!
Response from the owner: Mary, thank you for the 5-star review! We’re so happy to know that you had a great experience with our team. Your support means everything to us, and we look forward to serving you again.
Response from the owner: Leticia, the team at McAdams Group appreciates the 5-star review.
so happy and content knowing all my wishes are formally on paper and contained in a large leather binder
Response from the owner: It brings us immense joy to know that our team was able to provide you with exceptional service, resulting in a 5-star experience. Thanks for the review, Kirk.
I am very pleased with Richard Burt of McAdams Group. He is extremely caring and takes time to explain the financial picture in terms that I can understand. He has been available to answer even the most basic questions. I would highly recommend the McAdams Group and Richard Burt in particular.
Response from the owner: Judy, the team appreciates your 5-star review, and I’m glad to have read that all of your questions were answered. I’ll give Richard a shout-out on your behalf.
Richard Burt has done an outstanding job handling our finances. Highly recommend.
Response from the owner: Bob, thank you for taking the time to share your feedback with us. A special shoutout will be given to Richard on your behalf.
Frank Bailey at McAdams Group is great! He gave us great advice at our initial meeting last year and we have been very happy with the results. Very professional, yet has a great personality. We are very happy with Frank at the McAdams Group. Highly recommend them!
Response from the owner: Hi, Charlene. Your feedback is highly appreciated. Thank you for the review!
I would like to encourage anyone looking for a friendly, trustworthy, and very knowledgeable financial planner you should call David McAdams. Not only does he explain everything completely but in terms even new investors will understand. I feel my financial future is in the best hands possible and I can’t express how thankful I am that David and his wonderful team are looking out for me. Call them today! You won’t regret it!
Response from the owner: Shirley, I want to take a moment to express my sincere gratitude for your incredibly kind words. Your feedback means a great deal to us, and we truly appreciate you taking the time to share your experience.
Our Estate Planning process culminating in drawing up a Revocable Living Trust was carried out by McAdams Group LLC during May/June 2024. Initially, my wife Emily and I attended a webinar of David McAdams, which was very informative and I then got in touch with their office. Since then Mike- Michael Simpson has been our main contact during the entire process of initiation to conclusion of all documentation. We found Mike a thoroughly professional and helpful individual during the entire process leading to the drawing up of our Revocable Living Trust. He thoroughly explained all the details and responded to all our inquiries in a very prompt and exhaustive manner. He has always been very enthusiastic and courteous in responding to any clarifications we have sought from him and we have always felt that he knows his job well. It was indeed a great pleasure working with Mike. I have no hesitation in strongly recommending McAdams Group and Michael Simpson for anyone interested to get assistance with regard to their Estate Planning needs.
Response from the owner: Shafqat, I wanted to take a moment to express our heartfelt gratitude to you for your positive review and endorsement of the McAdams Group team. Your kind words mean a great deal to us, and we are truly appreciative of your support. Thank you once again for your confidence in our services.
Working with Kelly Booker to tidy up some records with a custodian for our Trusteeship. I appreciate her persistence and follow up with that custodian to find a solution and to tidy up any mistakes in that custodian’s record so that funding plans could move forward. Thanks!
Response from the owner: It makes our day to hear that we could provide 5-star service. We’ll make sure that Kelly receives your feedback.
Excellent meeting with Jeff Farrell. Very professional and thorough. Look forward to continuing to work with him and David.
Response from the owner: Hi Ed, We appreciate the 5-star review and taking the time to give Jeff a shoutout. We look forward to working with you again.
Have had a great experience dealing with McAdams Group LLC!! David and Frank extensive experience with their help with our business is very reassuring!! Kelly has made the signing up process so easy and her customer service skills are really helping!! Over all a great experience 👍👍👍
Response from the owner: Anne, I want to take a moment to express my heartfelt gratitude for the time you took to provide Frank, Kelly, and me with your feedback. Your input is extremely valuable and is a testament to the exceptional qualities of our team. We genuinely appreciate your thoughtful gesture.
Mike was very thorough and patient with me. I highly recommend him.
Response from the owner: Luella, thanks for the 5-star review and letting us know about your experience! I’ll give Mike a shoutout for you.
This morning I met with McAdam’s Adviser, Zane Fowler, to go over my investments. I am pleased I have had the opportunity to talk with him. His knowledge and professionalism are impressive. I found his input and guidance to be invaluable! I am pleased I have had the opportunity to talk with him and I look forward to working with him in the future.
Response from the owner: We greatly appreciate your kind words and are thrilled to hear that we were able to deliver 5-star service. Your feedback will be shared with the entire team, including Zane. Thank you for taking the time to let us know about your experience.
The David McAdams Group is the most trustworthy and honest financial advisory group a person could ever want. David or another advisor in group has handled our accounts for at least 10 years, probably longer, and we have been completely satisfied with the transactions made. Recently, Zane helped us and did an excellent job. We highly recommend the David McAdams Group.
Response from the owner: Thank you very much, Linda, for the glowing review. We greatly appreciate your positive feedback and endorsement. It is our pleasure to assist clients like you.
My husband and I have been clients of The McAdams Group well over 20 years and we are very happy that we met David and his staff. We have been serviced very well with outstanding advice on our finances and being encouraged to start a Healthcare Insurance policy years ago, as it has been beneficial to my spouse at this time. I also appreciate staff checking in every 6 months or so for updates on our progress. Thank you David, Zane and all the staff for excellent services over the years. 👏👏John and Glenda Slater
Response from the owner: Glenda, I wanted to take a moment to express our heartfelt gratitude to you for your positive review and endorsement of the McAdams Group team. Your kind words mean a great deal to us, and we are truly appreciative of your support. Thank you once again for your confidence in our services.
The McAdams Group was very easy to work with. David McAdams met with me and my wife several times to educate us on our options for financial planning. The educational approach had no pressure or sales pitch. The McAdams Group staff was professional and friendly. A special note to Kelly Booker. She was an absolute joy to work with.I would recommend the McAdams group to anyone wanting to be educated on their financial options and financial planning with no stress.
Response from the owner: It makes our day to hear that we could provide 5-star service, Tom. We’ll make sure the team receives your feedback.
Zane was very knowledgeable and patient, explaining the different investment opportunities and strategies. I had a very productive meeting with him.
Response from the owner: Elaine, I’m pleased that you enjoyed your experience with Zane! We appreciate the great review and look forward to working with you again.
I worked with this group, Mike Simpson specifically, and was very happy with the outcome. All my questions were answered and the process moved along quickly and at my pace. I have been putting off this process for years and am glad I finally got around to taking care of setting up my trust. I highly recommend working with Mike.
Response from the owner: Dave, we appreciate the 5-star review and you taking the time to let us know about your experience! I’ll give Mike a shoutout on your behalf.
These are non-paid, client testimonials.
9-Time
Award Recipient
Our team approach to service has helped us earn a reputation for caring about our clients and we feel truly blessed that they have allowed us to be a part of their lives.
McAdams Group, LLC
McAdams Group, LLC, has differentiated itself from the competition in numerous ways. By taking into account “worst-case scenarios” and having a more conservative approach to planning, we have been truly blessed to help hundreds of seniors in the Memphis area reach their goals without changing their lifestyles.
Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.
Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.
We Are a Proud Member of Retirement Income Source
Retirement Income Source is comprised of a national network of financial advisors who specialize in income-generating investment strategies designed to help protect your retirement savings.
As a Retirement Income source, the financial advisors at McAdams Group, LLC, are uniquely qualified to help you enjoy financial peace of mind through reliable streams of income you can count on well into retirement.
