Contact The Lloyd Group

The Lloyd Group, Inc. Guarantee

When you come to see us, we will not waste your time. We will not be mailing or phoning you constantly. Come in for tea or coffee, and let’s chat about the areas that concern you. What you will get is honest, sincere advice and, only after we assess your situation and needs, we can begin to build a relationship to last a lifetime.

If you would like to learn more about The Lloyd Group, Inc., have any questions, or would like to sit down to discuss your financial objectives, please feel free to contact us today.

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Mark Lloyd Jr.

Client Relations Manager

Licensed Insurance Professional

Ashley Bennett

Service Team Lead


Melanie O’Rourke

Service Team Member


Allison Lloyd

Medicare Concierge

Licensed Insurance Professional

Our offices:

3575 Lawrenceville Suwanee Road
Suwanee, GA 30024

1570 Old Alabama Rd Suite #108
Roswell, GA 30076

Contact Us

Phone: 770-932-0387

Heidi Lennon

VP of Marketing & Operations

Leigh Ann Kotkiewicz

Director of First Impressions


Andrew Lloyd

Associate Advisor

Licensed Insurance Professional

Shaun Duffy

New Business Specialist | Technical Support


Access Our

Retirement Planning Kit

This helpful retirement kit includes three separate guides that address several topics you should consider when planning your retirement.