Lucien, Stirling & Gray Advisory Group, Inc.
Financial Planning
We believe that intelligent financial advice, offered in the context of your life, is the most valuable service we can provide. Our team of professionals includes Certified Financial Planners, employee benefits specialists, and investment experts. Together, we help you craft a plan to identify and achieve your goals while keeping your personal values, beliefs, and concerns in mind. Read more
2 recommendations
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Melissa E.
I've been a client of Lucien, Stirling & Gray for more than a year now, and it's been FANTASTIC!! Megan Poore is my advisor.
Original recommendation
What I really liked about the initial process was that instead of just asking "when do you want to retire and how much money do you have" Megan asked things like "What was money like when you were growing up" and "How much money do you need to have to feel comfortable" and "Tell me how you feel about money in general". That way, she knew my comfort levels, why I stress about money, and such. Then, she was able to put together an investment strategy that fit me not only financially, but also psychologically.
Not only that, THEY take care of all my investments. They watch the mutual funds I invest in and if things get shaky, they move my money. I don't have to watch it at all. It's great.
I feel very comfortable with the service and feedback I get from Lucien, Stirling and Gray and would HIGHLY recommend their services to anyone looking to invest their money property or just looking for some direction on retirement planning. -
John S.
Megan Poore is the best! Megan will take the time to get to know you and understand why you are managing your finances - as in big life goals - not just numbers.
Original recommendation
Why? To help you accomplish your goals! To keep you on track. To help you stay focused. In other words, she'll not only invest your money well, she'll keep you committed.
I trust Megan fully and know you'll enjoy working with her. Always friendly. Always smiling. Always ready to ask tough questions when needed. Always watching out for me.
John
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Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.