Melia Advisory Group

I attended a free educational seminar on Social Security benefits conducted by the Melia Advisory Group. Greg explained several Social Security benefits that most of us in the audience were unaware of. The presentation was well organized, informative, easily comprehended and thorough. Once the presentation was complete, Greg invited each of us to schedule a complementary one hour appointment at his office to discuss any questions we might have regarding retirement or financial planning. I scheduled an appointment for the next week up my financial records and mu Social Security statement. Greg answered all of my questions and even though my appointment wasn't until 5:00 PM, Greg answered all of my questions before ending the meeting. Thank you Melia Advisory Group.

I found Melia from their Sunday morning radio show. I was getting ready to retire and thought I would go hear what Greg had to say. I was impressed. Not only did he get me a nice return on my portfolio but encouraged me to get SS benefits that I was told that I didn't qualify for. I did qualify even though I had been told over and over again I didn't. So far they are making retirement very possible for me and I feel a bit more secure than having my money in the stock market. To the lady that saw her total value of her portfolio decline...... It's not the total value it's the amount of dividends/interest that you get. Down market? Sounds like time to buy to me. Glad I made the move to them.

We’ve been with Melia Group for five years and the biggest benefit is peace of mind. Their approach to building wealth is to focus on income producing investments instead of gambling in the stock market. Everyone in the office is accessible and responsive. They make sure they are familiar with our specific situation, lifestyle and needs so they can tailor an investment profile around those needs and desires. I shudder to think what our retirement would look like today had we not found the Melia Advisory Group.