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FEATURED ON:
Excellent
4.9
Mic Shellenberger was great! He explained everything clerly, was personable and patient. Would reccommend him in a heart beat!Janene Betterton
Mr. Simpson was a great help and navigated us in every step with lots of patience and calmness.
Response from the owner: Karen, thank you for the 5 stars! We truly appreciate your support and trust.
Service was excellent. Kelly always followed through even when dealing with difficult agents from other companies. Wishing you much success in the future.
Response from the owner: Thank you for the kind review! We’re so glad to hear Kelly provided excellent service and stayed on top of everything—even in challenging situations. Your well wishes mean a lot, and we’re here for you anytime you need us in the future!
Response from the owner: Ella, thanks so much for the great rating! We’re glad we could serve you well.
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!😀Edit: This team is wonderful. Kelly is a terrific addition and has helped me tremendously. I appreciate the time and attention Kelly provided when I was in need. I highly recommend McAdams Group! 😍
Response from the owner: Wile, thank you for your great review! We’re happy you had a positive experience with our team. Your praise for our customer service means a lot to us. We look forward to serving you again!
Response from the owner: Sherie, we’re grateful for your 5-star review! It means a lot to our team.
Response from the owner: Patricia, thank you! We’re so happy you had a positive experience with us.
Michael Simpson with McAdams Group LLC(Retirement Income Source) was outstanding to work with! He made setting up a trust so easy. They handle everything! You won’t regret giving Michael a call
Response from the owner: Julie, thank you for the great review! We’re so glad Michael made the process easy and stress-free. We appreciate your trust and recommendation!
Excellent service from Kelly Booker and Richard Burt. The onboarding process was professional and with expertise. I was introduced to this group through a seminar my husband and I attended. Kelly was very patient through initial process when onboarding. Richard has offered nothing but his industry expertise through the whole process. I have been well pleased with the service.
Response from the owner: Thank you V. Smith for your thoughtful review! Our financial team works hard to ensure every client feels informed and empowered throughout their planning journey. We’re so glad our dedication to education made a positive impact on your experience. We’re always here to help whenever you need us!
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.
Mic Shellenberger, and the entire McAdams team that I worked with were very professional and helpful through the entire Estate Planning process. Thanks for the peace of mind you have provided to myself and our whole family!
Response from the owner: Harry, thank you for your wonderful review! Mic go above and beyond to make estate planning a smooth and stress-free process, and we’re so glad you had a great experience with our team. We appreciate your trust.
Response from the owner: Mamunur, the team at McAdams Group appreciates the 5-star review.
Kyle Wright was excellent in explaining all the details about my investment and the changes that we were making. I was greatly impressed by his knowledge and his ability to clearly explain the reasons for the decisions made concerning my investment. I would highly recommend him to anyone needing financial advice and guidance.
Response from the owner: Judy, thank you for your 5-star review! Our CPAs take great pride in providing expert tax planning services tailored to each client’s needs. We’re so glad Kyle was able to offer valuable insights and guidance. We appreciate your trust and look forward to assisting you in the future!
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: Paulette, the team at McAdams Group appreciates the 5-star review.
Mike Shellenberger helped me to do my estate planning to make sure everyone I wanted cared for would be with the easiest possible way. I definitely recommend using Mile
Response from the owner: We sincerely appreciate your 5-star review, Susan! Mic is dedicated to providing top-notch service, and we’re so glad his expertise and meticulous approach stood out to you!
Response from the owner: Marcella, the team at McAdams Group appreciates the 5-star review.
awesome to deal with Mike..very presentable and great knowledge on the subject..have not dealt with anyone with such knowledge on the subject in a long time.will highly recommend him
Response from the owner: Sandeep, thank you for taking the time to leave such a wonderful review! Michael is passionate about helping clients navigate estate planning with ease and confidence. Your feedback means the world to us, and we’re grateful to have been a part of your planning journey!
Very pleased he covered everything
Response from the owner: Sharon, the team at McAdams Group appreciates the 5-star review.
Very professional-knowledgeble and well streamlined interview, developed the product we need. Thanks.
Response from the owner: Jerry, we’re so grateful for your kind words and 5-star rating!
Mike is a total professional! He went above and beyond to ensure we really understood everything and what we needed to do next. The staff at the office was warm and caring. We drove from NJ to meet Mike face to face; it was worth the trip!!
Response from the owner: Wow! Mario, thank you for the fantastic review! Michael is truly passionate about helping clients create a secure future, and it’s rewarding to know his attention to detail made a positive impact on your experience. We appreciate your trust in McAdams Group!
Mike Simpson handled my revocable living trust. The process required about 90 minutes of phone time and two hours of office time. I’m very pleased with final product and the knowledged gained. Very professional group.
Response from the owner: We appreciate your 5-star feedback, Dennis. Estate planning is a crucial step in securing your future, and Michael works tirelessly to ensure every client receives thorough and thoughtful guidance. Thank you for choosing McAdams Group—we’re always here for you!
Mike and his team at McAdams Group provided excellent service, answered many questions for us and made the experience very simple. Highly recommend Mike.
Michael did a fantastic job on our family trust. He was very thorough and made it simple for us. We appreciate his work and peace of mind it has brought to us. Thank you again Michael.
Michael was and still is a pleasure to work with. He guided us through the whole process with detailed information and patience when creating our living trust. His expert advice was very valuable.He gave us confidence and made the whole process easy and even enjoyable.I will recommended him to my in-laws and they were also very happy with his professionalism and expertise in the matter.I can’t thank him enough for his wonderful service.
Response from the owner: Thank you for your kind words! We’re so glad Michael made the process smooth, informative, and even enjoyable for you. Your confidence and trust mean the world to us, and we truly appreciate your recommendation to your in-laws. We’re always here to help!
Michael Simpson is VERY knowledgeable and answered all our questions. He setup our trust, power of attorney and advanced living wills. He also submitted the paperwork for the quick deed to move our home into our trust. Thank you for all your help. You really need to teach out to him to help you.Bill & Marcia
Response from the owner: Bill & Marcia, thank you for your kind words! We’re thrilled that Michael’s expertise made the estate planning process smooth and thorough for you. Your trust in McAdams Group means so much, and we’re always here to help!
Wad very good at explaining what we were doing and answered everything we asked very easy and eye opening great experiance
Response from the owner: Stephen, thank you for your 5-star review! We’re so glad to hear that you had a great experience and found the process both easy to understand and eye-opening. Providing clear and thorough explanations is a top priority for our team, and we’re happy we could answer all your questions. We look forward to assisting you in the future!
My wife and I recently collaborated with Michael Simpson to create a comprehensive Revocable Living Trust. Over the course of two months, we found him to be exceptional. He addressed every question we had with promptness and precision, providing clarity on each aspect of the complex document.Michael’s responsiveness was impressive, with nearly instantaneous email replies. His professionalism is unparalleled in our experience. Moreover, his personal demeanor is equally impressive – pleasant, courteous, and remarkably friendly.
Response from the owner: Thank you for your thoughtful and detailed review! We’re thrilled to hear that Michael Simpson provided such an exceptional experience while assisting you with your Revocable Living Trust. Your trust in McAdams Group means a lot, and we’re always here if you need any further guidance. Wishing you both peace of mind with your estate planning!
Gary Osing has been taking care of myself and wife since we retired. I have all confidence in him and the McAdams Group.
Response from the owner: Kenneth, I want to express my gratitude for your feedback and the 5-star review. We truly value you as a client.
The McAdams group were helpful in guiding us through the steps of establishing our trust.Michael Simpson was the one who helped us through this process.He was readily available and answered all of our questions.mc
Response from the owner: Christine, we’re thrilled to hear that Michael’s attention to detail made your estate planning experience smooth and stress-free. Our team takes great pride in ensuring every client feels informed and confident in their decisions. If you ever need anything in the future, we’re always here to help!
Response from the owner: Donna, the team at McAdams Group appreciates the 5-star review.
I recently met with Zane Fowler, who suggested changes to my accounts due to their age. He was very thorough and explained everything in detail. I previously met with David Mcadams, who insured that my Retirement Portfolio fit my short and long-term needs. To date, I have been very pleased With the McAdams firm!
Response from the owner: Thank you for your great review! We’re glad Zane provided helpful account suggestions and explained everything clearly. We’re happy you’re pleased with the McAdams firm!
Although we could not proceed to long term business, they were nothing but professional and honest, and fully refunded me. I would offer my highest recommendation for their services and integrity.
Response from the owner: Sid, thank you so much for your kind review! We truly appreciate your understanding and are glad to hear that our professionalism and integrity stood out to you. Your recommendation means a lot to us, and we hope to have the opportunity to serve you again in the future. Wishing you all the best!
Related a difficult subject at a very understandable level. Thank you Mic Shellenberger
Response from the owner: Dan, thank you for your wonderful review! We’re glad Mic could make the trust setup easy and provide excellent support. The team at McAdams Group appreciates the 5-star review.
Everyone I worked with was friendly, professional, and very helpful.
Response from the owner: Debbie, thank you for your wonderful review! We’re thrilled to hear our team made you feel welcomed and supported. We can’t wait to assist you again soon!
Response from the owner: Stevens, the team at McAdams Group appreciates the 5-star review.
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!
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!
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.
