Before embarking on your financial journey with Lucien, Stirling & Gray Advisory Group, discover what our clients have to say about their experience. With a track record of delivering personalized solutions tailored to individual needs, we pride ourselves on charting each client’s course to financial freedom with care and attention,empowering them to navigate with comfort and confidence. These testimonials reflect the trust and satisfaction our clients have in our approach to wealth management.
“When I need to lift my spirits, I just reflect on LS&G and Chris’s amazing accomplishments – for my secure financial retirement and for living my values of generosity and care for others. Such deep gratitude engenders joy and peace. Twenty-four years ago, we moved our investments to LS&G with confidence in their expertise and skill. They developed a secure and high-quality financial plan for life and especially for retirement. We found a place of financial wisdom, informed reassurance, and integrity. We loved working with them. My highest expectations were well met!! When I became a widow needing a great financial advisor, Chris Vasquez succeeded - beyond imagination. Chris was there to compassionately guide me through the transitions – retirement, filing for benefits, restructuring my resources and assets, recommending reliable attorneys and tax accounts, celebrating successes. He continues today listening to me, tailoring his guidance to my goals and needs, and educating about potential options. Chris empowers me.”
- Karen
Disclosure –
Karen has been a client of LSG since 1999. Her experience may not reflect the experience of other clients, nor does it guarantee future success or performance. Karen did not receive any compensation, whether direct or indirect, for sharing her experience with LSG and does not have any conflict of interest with our current clients.
“LSG has handled my investments for over twenty-five years, during which I’ve gone through numerous changes, both personal and professional. They’ve made each stage easier by providing great peace of mind. Knowing that my investments are being wisely cared for means I can focus on my priorities. And that is where Chris Vasquez has been a godsend. Chris not only knows financial planning inside out, but since he’s also a terrific listener, he knows what matters to me—and what doesn’t. Because of Chris Vasquez and LSG, I not only have a secure financial future; I have a life which reflects what I most value: being able to care for the people I love, and do things I’d never dreamed possible.”
- Amy
Disclosure –
Amy has been a client of LSG since 2001. Her experience may not reflect the experience of other clients, nor does it guarantee future success or performance. Amy did not receive any compensation, whether direct or indirect, for sharing her experience with LSG and does not have any conflict of interest with our current clients.
“We want to express our sincere gratitude to the entire Lucien, Stirling and Gray (LSG) team for working so closely with us since we started planning for retirement. We know we would not be in the secure financial situation we are in without all your hard work. From the start you have always been there when we have a question or concern and always provide answers and education. We were particularly impressed, and still are, with the time and effort you always devote to getting to know us as individuals and tailoring your guidance based on our unique needs. You continue to tailor your guidance as our needs and wishes change over time.
We worked hard, saved and invested for years to secure a future but when it came to retirement we didn’t know where to begin. The team at LSG has done a wonderful job in guiding us through the process. We think their best quality is making our priorities their priorities. We have confidence in stating we could not be happier.”
- Willy & Val
Disclosure –
Willy & Val have been clients of LSG since 2019. Their experience may not reflect the experience of other clients, nor does it guarantee future success or performance. Willy & Val did not receive any compensation, whether direct or indirect, for sharing their experience with LSG and do not have any conflicts of interest with our current clients.
“The word that comes to me about Thomas and his team is TRUST. I don't use that word lightly, especially in these trying times. When my husband was sick with cancer, before he passed, Thomas was one of three people he brought me to and told me that I could TRUST him. That he would help me with all the things that were to come with the estate, his wishes, and my blended family of all boys. I didn't really understand at that time what all of that would mean. Today, 7 years later and with a lot more of life happening - I get it. It is such a gift knowing someone I trust is looking after my deceased husband's wishes and now mine as I move forward.”
- Sharon H
Disclosure –
Sharon H. has been a client of LSG since 2007 . Her experience may not reflect the experience of other clients, nor does it guarantee future success or performance. Sharon did not receive any compensation, whether direct or indirect, for sharing her experience with LSG and does not have any conflict of interest with our current clients.
“We have been clients of LS&G nearly from the first day Mark joined the firm. He has a great ability to be the lighthouse in the storm, always guiding us towards our goals regardless of the ever changing economic landscape. Mark has deep and broad knowledge that he always turns to our (and other client’s benefit). Whether it was suggesting we seek life insurance when our son was born or setting up his 529 college fund, Mark helped us every step of the way. One thing we really appreciate is Mark’s knowledge of history. Though past performance does not guarantee future results, his insights into previous challenging economic times always seemed to help to put our mind at ease and helped us focus on strategies to put in place.
Mark’s calm demeanor, professionalism and thoughtfulness is why he is our trusted partner in our financial journey. We know that no matter the challenges ahead, Mark will always have our best interests top of mind and that is why we have peace of mind.”
- Mendy & Crystal
Disclosure –
Mendy and Crystal have been clients of LSG since 2002 . Their experience may not reflect the experience of other clients, nor does it guarantee future success or performance. Mendy and Crystal did not receive any compensation, whether direct or indirect, for sharing their experience with LSG and do not have any conflict of interest with our current clients.
“When my father passed away in 2010, I was uncertain what to do with my inheritance. Glenda Sommers helped me set a path to financial wellness and walked me through purchasing a home as a single woman. Since Glenda retired, Chris Vasquez has been a steadying presence and guide during times of rocky uncertainty. Thanks to Lucien, Stirling and Gray, I feel my financial future will be healthy and robust.”
- Sarah R.
Disclosure –
Sarah R. has been a client of LSG since 2010 . Her experience may not reflect the experience of other clients, nor does it guarantee future success or performance. Sarah did not receive any compensation, whether direct or indirect, for sharing her experience with LSG and does not have any conflict of interest with our current clients.
“Dear Thomas, Chris, Diane and everyone at Lucien, Stirling and Gray - Just wanted to let you all know how much I appreciate all you have done for me over the years. I can always count on you to help me, and give me peace of mind. I look forward to many more years of wonderful service, advice, and friendships.”
- Sandy M.
Disclosure -
Sandy M. has been a client of LSG since 2015 . Her experience may not reflect the experience of other clients, nor does it guarantee future success or performance. Sandy did not receive any compensation, whether direct or indirect, for sharing her experience with LSG and does not have any conflict of interest with our current clients.
“Thomas has been my financial advisro for thirty seven years. He embodies the four criteria I require of anyone I do business with: integrity, intelligence, experience and leadership. He is accountable, available, and diligent in the exercise of his fiduciary duty. Further, he views his concern for his clients not only as professional buy personal as well. Thirty seven years! I don’t trust my money to just anyone, but I trust Thomas.”
- Mike K.
Disclosure -
Mike K. has been a client of LSG since the beginning. His experience may not reflect the experience of other clients, nor does it guarantee future success or performance. Mike did not receive any compensation, whether direct or indirect, for sharing his experience with LSG and does not have any conflict of interest with our current clients.