Roy Matlock Jr. Advisory
  
 23 Google reviews 
 
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 Joyce Matlock 
 
2024-09-19
 
 
 Trustindex verifies that the original source of the review is Google. 
Has helped me so much for 40 years!!!
  
 
  
 
 
 
  
 
 
 Charles Woods 
 
2024-09-18
 
 
 Trustindex verifies that the original source of the review is Google. 
The information provided in the meeting was very helpful and enlightening. The earlier you truly start planning and saving for retirement the better you are. I would recommend to anyone that they should take advantage if given the opportunity to attend a seminar hosted by this team of Wealth Advisors
  
 
  
 
 
 
  
 
 
 Paul Zorich 
 
2024-09-18
 
 
 Trustindex verifies that the original source of the review is Google. 
I was invited to this seminar/dinner regarding retirement planning and was very pleasantly surprised at all of the knowledge my wife and I gained. This has given us many things to think about in order to plan for our future. We will be taking steps soon!
  
 
  
 
 
 
  
 
 
 WINSTON GRINER SR 
 
2024-09-17
 
 
 Trustindex verifies that the original source of the review is Google. 
Excellent insights into our choices and critical thought processes applied to very complex situations of proper decision making needed for retiring individuals and couples…  very well done
  
 
  
 
 
 
  
 
 
 Amy Clarke 
 
2024-09-15
 
 
 Trustindex verifies that the original source of the review is Google. 
Mike and Roy were very helpful regarding my finances. They gave me alot of good advice regarding my 403b, saving my money and handling my bills. Thank you for your assistance and generous nature and delicious dinner at Demo's! 5 stars to you guys!!
  
 
  
 
 
 
  
 
 
 Julie Graves 
 
2024-08-27
 
 
 Trustindex verifies that the original source of the review is Google. 
Mike and Roy are outstanding! They took the time to understand my financial goals and provided tailored advice that I believe will make a real difference. Their professionalism and expertise are top-notch, and I always feel confident with their guidance. Highly recommend!
  
 
  
 
 
 
  
 
 
 Molly Free 
 
2024-08-26
 
 
 Trustindex verifies that the original source of the review is Google. 
As someone who is clueless when it comes to finances ect Mike and Roy made this process absolutely seamless for me and provided incredible support. They are approachable and I never felt like I couldn't ask a question or for clarification. I also  appreciated their expertise with working with freelancers & small business owners.
  
 
  
 
 
 
  
 
 
 Paul Fulks 
 
2024-08-16
 
 
 Trustindex verifies that the original source of the review is Google. 
Jason Ogles is very professional and knowledgeable.  He provides quick  responses to my inquires.  Jason has taken time to understand how I feel about risk and moves assets around for me just a little before I ever contact him thinking I might need to pull out or move back into certain assets.  I am very pleased with with his services and the performance  of my investments.  I have had other financial managers in the past since I am 75 years old he is much better than those I have dealt with in the past.
  
 
  
 
 
 
  
 
 
 Janice Bane 
 
2024-08-09
 
 
 Trustindex verifies that the original source of the review is Google. 
I've been a big fan of their radio show/podcast for years and immediately signed up for one of their workshops at a restaurant near our home. I can't begin to tell you what peace of mind my husband and I now have after meeting with Mike and Roy to set up a gameplan for our estate, investments and retirement.  They met with us personally on two different occasions at one of our favorite restaurants. We explained our vision and concerns and they came up with a customized plan for us, explaining each step in terms that we could understand.  No hard sell or pressure to buy ANYTHING.  They respond quickly to phone and email communications and we really feel like we are working as a team.  Whatever stage you're at in your financial journey I highly recommend Roy Matlock Jr. Advisory!
  
 
  
 
 
 
  
 
 
 Patricia Russo 
 
2024-08-08
 
 
 Trustindex verifies that the original source of the review is Google. 
For over 12 years, I have had a financial advisor. Lately, I have seen many posts on Facebook about financial planning and preparing for retirement seminars. I was hesitant about signing up, but also curious. I wanted to learn more information. I decided to attend their seminar in my town. Some of the information went over my head. However, one word stood out , and that was "fidicuary."  My prior advisor is not licensed as a fidicuary advisor. This disturbed me very much. Shortly after, I set up an appointment to meet with Roy and Mike. They accommodated me by offering to meet me nearby where I live. I was anxious, worried and nervous. They were professional, honest, friendly and put me at ease. I did not feel pressured and I liked that.
Roy and Mike reviewed  my portfolio and shook their heads. Needless to say, I got upset.  By the end of the first meeting they assured me that I would be ok. I was told my accounts were not growing nor going anywhere. I had my funds "all in one basket."
Currently, I am in my early stages of retirement. I'm approaching 62 years old and wanted to retire  early. Unfortunately, they made me realize that was not possible at this time and  I  would need to work longer. I wasn't happy to hear that news.
At our seond meeting Mr.    Matlock and Mr. Brinton presented me with a plan. They will get me back on track by repositioning my assets in the appropriate investments that will work for me. They will help me meet my retirement goals.
I would highly recommend Roy and Mike for your financial needs and to attend one of their seminars. I am so greatful I did.
Thank you.