McGill & Hill Group - Charlotte, North Carolina

Phillip H.

I highly recommend McGill & Hill Group, and the McGill & Lyon financial advisory team.

I have been reading the monthly newsletters for many years now and appreciate all the helpful financial information they provide.

It's also been a pleasure to work with Mario. He's given us a comprehensive financial roadmap that fills us with confidence and gives us peace of mind. We know by implementing his advice in our personal and practice finances, we will easily fulfill all our financial goals and then some. Mario has also been very responsive to any additional questions we've had after our initial meeting. I would highly recommend their services to any dental professional who is seeking highly detailed and comprehensive financial planning. Thank you so much!

Thanh N.

My husband and I have separate businesses and both found value in the year long financial planning service. Danielle the receptionist is very friendly. Tyler and Wes are professional and responsive anytime we needed. They helped us grow our businesses substantially. We more than made back our investment with McGill. We have recommended a colleague to them who has also found McGill & Hill Group to be worthwhile.

I find that the the group was able to give us a good outline of how to reach out professional and personal goals. They kept us accountable. I think that is what you're essentially paying for.

Overall very very happy. I rave about them to others!

Credle H.

After purchasing a practice with assistance from McGill & Hill, we used their tax and business planning services. We have also attended one of their seminars and receive the Advisory newsletter. I would highly recommend each of these services. Their advice helped me grow the practice and save for retirement in ways that I would not have figured out on my own. We are very thankful for all their help, especially from Tyler and Wade.

Michelle M.

Absolutely 100% recommend McGill & Hill Group, the McGill & Lyon advising team, and especially Mario, Liam, and Danielle who have been so amazing and EASY to work with! It's so good to have great advisors in your corner, and this entire team has taken care of us and guided us as if we were family. They are thorough, intelligent, down to earth, and accessible -- what more could you ask for! Thank y'all so much for all you do for me and for my practice. I tell every dentist I know about you!!!

Laura E. R.

My husband and I recently completed our yearlong Tax and Business Planning program with Mario and it was a fantastic experience. Mario is an incredibly patient, kind, and professional leader, that strives to provide individualized guidance and advice on every aspect of your personal and professional finances (and more!). He gave lifechanging suggestions and helped me set immediate and future goals in both my orthodontic practice and my personal life. As my practice evolves and I become a more seasoned provider, I look forward to working with Mario again. Thank you, Mario, for your insightful guidance and support!! I am forever grateful for your yearlong mentorship and guidance - I highly recommend working with Mario for any business owner out there.

William S.

Met Wes Lyons at a lecture, he was crazy knowledgeable and helpful in all the things we as dentists were never taught in school even though we should have been. As a dentist who has been trying to do it all myself (researching white coat investor and reading all kinds of books and blogs), it has been really hard to put everything together that is needed as a practice owner wanting to also set up a solid plan for retirement. Wes really helped me piece all the things I was learning together and gave me ideas that I hadn't heard of before. This helped me take everything to the next level. Very highly recommend, 5 stars, 2 big thumbs up for Wes Lyons and this group.

Tim W.

I have worked with Mario Santiago and the McGill Group for the past year. Our relationship started with an in person meeting and continued with countless emails and phone calls. Each of these interactions were tailored to my needs and always felt personal. I always felt like Marion knew me and each conversation picked up where the last ended. Mario always made it easy to get in touch and ask questions, he has a great knack of being able to explain concepts superficially or in depth, depending on my level of understanding. I have really enjoyed and benefitted from the time I have spent with Mario and would highly recommend him and McGill for any practice owner.

Mike C.

Mario has been an exceptional advisor. His expertise as a CFA, combined with his thoughtful approach, has made a significant impact on my financial planning. He consistently provides clear, strategic advice, tailored to my needs, and takes the time to ensure I fully understand my options. Mario's professionalism and dedication have been invaluable, and I feel confident in the guidance he provides. Highly recommended!