Untitled Document

Testimonials

I would like to express just how much Mark Lloyd means to me. I met Mark at a Seminar for seniors. I asked him to come to my home and discuss some financial situations with me. He helped me protect my savings and assisted my husband in securing much needed governmental benefits for his health care and I have put my trust in him ever since. He is always more than willing to help in any way. He has been the person that I trust more than anyone else. He seems to never get tired of my forever questions. He always makes me feel better about things I don't understand. If you have a need, I know that you can trust him too.

- Nellie Alford, Snellville, Georgia

We first met Mark Lloyd at an Estate and Financial Planning Seminar. Several attributes about Mark were quickly apparent. He exhibited a grasp of all the intricacies and myriad of details associated with estate and financial planning. His christian character, enthusiasm and love of his work really stood out. Comparing Mark with others in his profession, we were quickly convinced that he would be our choice to be our estate and financial planner. As he has helped us and our daughter for the past two years, our hopeful expectations of Mark have come to fruition. We have learned that he always has an interest in and respect for each of his clients. His patience, honesty, truthfulness and responsiveness make him stand out in a business world so fraught with dishonesty and greed. We can always count on Mark to follow- up and do what he said he would do. Mark has an associate who is an Attorney/CPA to assist in all legal aspects of estate planning and a knowledgeable and experienced secretary which is so vital to this profession. Therefore, Mark's office is literally a one-stop-shop for all our estate and financial planning needs. To summarize, if we had a son, Mark is the personification of all that we would want that son to grow up to be.

- Sara Ann and Fred Addison, Snellville, Georgia

My husband, Paul, and I retired in 1990. Shortly thereafter we had occasion to attend a meeting held at the Rome Civic Center, led by the Estate Planners of Georgia & The Lloyd Group, Inc. Little did we know that the meeting would change a lot of legal and financial situations in our lives, all for the better. We arranged for a later and more personalized meeting with Mr. Mark Lloyd. Mr. Lloyd came into our home, from the start, making us feel like we were special. He was able to place me with a company for my health care insurance (supplement to Medicare), enroll me for a long term health care program which will keep me from going into a Nursing Home, and also placed some money which seemed to be drawing no interest into annuities, all of the above and more and never pressuring us into anything we did not agree on. I knew from the start Mark Lloyd was a christian man whom I felt always had our interest at heart. I have trusted him and will continue to do so. I have never called Mark that I have not talked immediately with him or upon leaving a voice message he has not returned my call promptly. I feel secure with Mark and attend his meetings from time to time and am very impressed with the way he is so up-to-date with all new rules, regulations and laws. Mark is certainly a FAMILY MAN- at least he seems like one of our family. I would recommend Mark Lloyd's Group to any and everyone.

- Jewell and Paul Hardy, Rome, Georgia

Knowing nothing about annuities or investments of any kind, and not particularly interested, I decided I'd better take a seminar given by The Lloyd Group Inc. several years ago in Blairsville, Georgia. My husband was ill and I know I was going to have to take over our finances. Well, that seminar turned out to be a pleasant surprise. Mark Lloyd explained so much in an interesting, uncomplicated way that is peaked my interest further. Trusting him totally, he became my "financial advisor" and helped me make financial decisions both prior to and after my husbands death, even making "house calls" to save me a drive! I now live in Milledgeville, Georgia and am in touch with him regularly. He's only a phone call away and easy to get a hold of- fast! He's certainly contributed to my peace of mind and I highly recommend him to anyone!

- Jamie Di Matteo, Milledgeville, Georgia

I met Mark Lloyd at a seminar to help rising retirees learn of ways to avoid paying too much to the IRS. That was almost six years ago and I am so grateful that he came into my life. He has helped me make decisions relative to my own life and retirement that I simply had no one else to ask. He is so down-to-earth and genuinely interested in my welfare. I trust him with everything I have. His style is like that of a son. I would not hesitate to ask him for any kind of advice.

- Gloria Ball, Snellville, Georgia

We met Mark Lloyd about sixteen years ago at Shadowbrook Baptist Church in Suwanee. We became very good friends and have since then remained friends. When we both retired we asked Mark to come to our home to discuss ways we could protect our earnings. Mark is always willing to take time to answer any questions we might have. Mark is always professional but at the same time, he makes us feel very comfortable with him. We would not hesitate to call him for any kind of advice.

- Hal and Mildred Manning, Suwanee, Georgia

How grateful John and I are that we attended one of his seminars in Buford about three years ago! We could have searched long and hard before finding someone of Mark's caliber and high integrity. Not only is he the most honest consultant, but a very caring person. The most assuring thing he has done for us has been the guidance and timeliness in handling our questions with good, solid information. One call is always enough. He is very "on top" of his career! And, as an added bonus, we call him "friend".

- Lois and John Tekely, Lawrenceville, Georgia