2. Customers appreciate the efficient process and knowledgeable staff at The Advisor Group when setting up trusts, providing clear explanations and instructions throughout the process. The company's expertise in wealth transfer and estate planning, coupled with personalized assistance, makes it a top choice for those looking to organize their finances for the future. 7. The Advisor Group specializes in providing expert guidance in wealth transfer, estate planning, and premium financing for high-net-worth individuals, as well as healthcare, retirement planning, and risk management for senior market clients. The company prides itself on offering personalized and informed assistance without any sales pressure. 6. Unique facts about The Advisor Group include its founder's background in financial services and senior markets, with 15 years of experience before establishing the company. The current President of The Advisor Group, who took over after the founder's passing, has a mentorship background and continues to uphold the company's reputation for trusted financial advice. 4. Positive reviews for The Advisor Group highlight the efficient process of setting up trusts, the knowledgeable instructions provided by the staff, and the personalized assistance without any sales pressure. Customers highly recommend the company for its expertise in wealth management categories such as wealth transfer and estate planning.