William P.
5/29/2025
I was encouraged to invest over $700,000 with Lloyd. I was sold an annuity in 2018. My other investments were making between 6-10% per year. My 700,000 made ZERO my first two years. I lost tens of...
Lloyd Group
Closed
(5)
3575 Lawrenceville Suwanee Rd
Suwanee, GA 30024
The Lloyd Group, Inc. is a trusted financial services firm based in Suwanee, GA, offering comprehensive retirement and estate planning strategies nationwide. With over 25 years of experience, their team of professionals specializes in various areas including estate planning, retirement planning, life insurance, probate and trusts, financial planning, wealth management, annuities, and long-term care. Their goal is to help individuals and families grow their personal wealth and protect their financial future for generations to come.
Founder Mark Lloyd, through his book "Composing Your Own Financial Symphony," provides valuable insights and strategies to help clients avoid retirement pitfalls, prepare for rising healthcare expenses, and ensure they won't outlive their money. The Lloyd Group also offers educational seminars covering a wide range of financial topics to help clients make informed decisions. Their commitment to personalized service and tailored financial plans sets them apart in helping clients meet their financial and retirement objectives.
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Reviews
2.05 reviews
Kenneth J.
2/27/2022
I have been with the Lloyd Group, just under a year. I am very pleased with the service I have received. They are not content with taking your money, investing it and sitting back and watch the...
Richard H.
3/21/2023
From repeated contacts with the representative assigned to us, it became apparent that our measly $200,000+ account was chump change to them. The rep was either unable or unwilling or...
Bill P.
11/15/2018
After discussion and advisement I invested a large six figure amount in a recommended annuity with the Lloyd Group in January 2018. As of November I have not made one single cent. Any nominal...
Stephen S.
5/10/2016
This company is operating in the 20 century, in my opinion. I was introduced to the Lloyd Group through a mailing and dinner seminar. They requested that we bring an inventory of our current...
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