Financial Symphony

Financial Symphony

For over 20 years, The Lloyd Group Inc. has specialized in wealth development and asset preservation using our network of legal, tax, investment and insurance specialists to design a safe retirement and estate plan that fits your individual needs.

Our office is located in Suwanee, GA. Feel free to visit us, or if you prefer, we would be happy to visit you at your home for a free consultation and analysis.

The Lloyd Group Inc., expertise you can rely on and a “team” you can trust. Mark A. Lloyd , C.E.P., R.F.C., is the principal owner of The Lloyd Group Inc. He has a staff consisting of retirement professionals and has been the featured speaker at Estate Planning and Retirement Seminars for many years. He has spent his career not only educating the community, but has attended, completed and received some of the premier designations offered in the financial industry.

Mark’s passion is to provide continuous financial guidance that individuals and families need to secure their financial future. He has been developing comprehensive retirement and estate plans for over 20 years. In addition to providing products and services from a number of the largest, most stable and well-respected names in the financial industry, his number one commitment is to serve his many clients and to make sure that he will be there when their life situation changes. He is a C.E.P., (Certified Estate Planner) and an R.F.C. (Registered Financial Consultant). The Lloyd Group, Inc. has partnered with some of the premier firms in the estate planning and asset protection arena in the Southeast. Mark is also a Registered Investment Advisor Representative for Lloyd Advisory Services.



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