We're here to help you with your retirement questions.
Diana Ennis ★★★★★ Seemless, timely, affordable setting up living trust..brings peace of mind.Carol Clardy Stevens ★★★★★ I posted unfavorable comments about David’s Group that I apologetically rescind. It’s my fault that I did not read the Annuity Docs. David is a very astute, sharp man of integrity.douglas kaufman ★★★★★ Michael was very informative and answered all of my questions.Chris cox ★★★★★ We had been dreading going through the process of setting up a trust. Mike made it quick and easy and answered all of our questions along the way! Don’t put it off!glenn keith ★★★★★ Jerry and Lisa Keepers ★★★★★ Working with Michael and Frank has been a great experience. We didn’t have to worry about a thing and felt completely taken care of!William Hydock ★★★★★ I worked with Michael Simpson and Mike took great great care of me. I would recommend him to my whole familyPatricia Church ★★★★★ Mike Simpson did an excellent job setting up my Trust, and I sincerely appreciate his professionalism, knowledge and friendly approach.Kasandra ★★★★★ Michael Simpson was very patient and understanding throughout my estate planning process.Response from the ownerHi, Kasandra. Thanks for taking the time to share your positive experience. We truly appreciate it! Francine Blackmon ★★★★★ We worked with Mike Simpson at the McAdams Group on our estate trust planning. We were very pleased with the process. Thank you Mike and the McAdams Group.Kathy Kramer ★★★★★ David and his group of advisors have helped us achieve a plan for our future. They are thorough in details and willing to assist at anytime. We are very pleased with our choice of McAdams Group, LLCpositive golfer ★★★★★ David has the best teaching attitude that is very patient until you fully understand.Sense doing business with him I have not worry about the financial markets.Don’t hesitate to do business with him because you will be in fantastic hands.E. W. Golden, Lakeland Tennessee.Ken Burnette ★★★★★ My wife and I had a consultation with the McAdams group after going to a seminar. We found the entire group to be knowledgeable, professional and personable. With their help, we have developed new insights into our portfolio and are better positioned for the future.Ken and Susie BurnetteDebra Stegall ★★★★★ David and his team have managed our investments for over 3 years! He explains everything in our terms and it has been a fantastic outcome year by year. I highly recommend McAdams group to handle your finances.David Greene ★★★★★ I had an excellent financial review with the McAdams Group. They instilled confidence in me that I was on the right track and gave guidiance to my plan to assure I was maximizing the small investment that i have. THANX to DAVID MCADAMS .David Greene, BartlettaGene Belotserkovsky ★★★★★ My wife and I attended every webinar and searched and interviewed at least two dozen retirement advisors in our last year before retirement.McAdams Group was somewhere in the middle of our search, but we kept coming back to them.David managed to make sense of all those convoluted financial concepts, that seemed incomprehensible when presented by other advisors.The biggest selling point though was that they did not offer a “one size fits all” solution.They actually listened to us and kept adjusting to our goals until we were all satisfied.Now, I am happy to report that while the markets go up and down, our balance is consistently up and ahead of inflation!Our only regret is that we did not contact McAdams while we were still working.Now I tell all my friends to get in touch with them as soon as possible and not when retirement is near.Patti Eason ★★★★★ I have found David McAdams to be of the highest integrity. He guided us in estate planning and made an age appropriate financial plan that was perfect for our needs. He took the time to explain our options on a level that we could understand. He is trustworthy and I highly recommend him. In addition, his office staff is always very courteous and helpful.Robert Yates ★★★★★ My wife and I have been using McAdams Group LLC since 2017. The one regret we have is that we did not meet David until that time and wish we had been aware of his outstanding staff and superlative expertise years earlier. I retired in 2018 *(after having used his services for one year).Once retired, we turned over our entire portfolio. I am being serious when I say that in every one of our sessions with David we can not think of a single misstep in his advice. I have used “several” financial advisory groups in the past forty years or so and none have come close to the unique understanding that David has for setting up “income producing” plans that must perform for a person or family that is entering into “retirement”. He fully understands that we work hard for our money and expect nothing less from an advisory firm. Once you sit down and talk with David McAdams you sense an ethical family man who genuinely works to make you retirement life your best years.sue alexander ★★★★★ Always welcoming and pleasant in front office. We get excellent investing skills from Richard Burt. He is always interested in our concerns, plus he feels like a friend. We have also used McAdams for tax return, which also went wellKathy Nelms ★★★★★ We had a wonderful experience with Angela setting up our Living Trust Plan. We appreciate her help and guidance. Now, we feel comfortable with our Estate Plan.willie walker ★★★★★ Very friendly,great staff,good folks,to work with,tops in professionalismAnnie Dortch ★★★★★ Great service and friendly staff, I had an excellent experience.Henry Dacus ★★★★★ Highly recommend the professional team of financial teachers and investment specialists at McAdams.Shirley Vaughn ★★★★★ 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!
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.
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.
McAdams Group, LLC, is a full-service financial firm dedicated to helping those in the Memphis area meet their long-term financial goals. 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.