Experienced Financial Services in Lynchburg, VA

At The Caylor Group Financial Services, LLC, every great plan begins with a simple conversation.

For over 47 years, The team at the Caylor Group Financial Services, LLC has been helping families, retirees, and business owners grow, protect, and preserve their wealth. We believe in transparent, personalized planning rooted in trust, integrity, and enduring values.

“The plans of the diligent lead surely to abundance, but everyone who is hasty comes only to poverty.”
— Proverbs 21:5

Licensed in 11 States

100% of our clients report improved financial results.

Experience You Can Trust. Guidance You Can Rely On.

Your Knowledgeable Financial Service

George Caylor

Led by George Caylor, ChFC, CLU, (FINRA BrokerCheck) Investment Advisor Representative of United Planners (UPFSA), The Caylor Group Financial Services combines over four decades of experience with a personal, relationship-focused approach to financial planning.

From retirement strategies and investment management to estate planning and business succession, we help you make confident decisions at every stage of life.

Insurance License

538299

NPN

1714530

FINRA CRD

810069

Comprehensive Financial Services for Every Stage of Life

Financial Planning

Create a clear, achievable roadmap for your financial goals — from early wealth building to long-term retirement readiness.

Retirement & Estate Planning

Secure your legacy and assure your loved ones are protected with thoughtful estate and retirement strategies.

Investment Management

Help grow and protect your portfolio through independent, objective investment advice.

Business & Pension Consulting

Helping small business owners and entrepreneurs design innovative benefit plans.

You Don’t Need to Be Wealthy to Work with a Financial Planner

Start Where You Are.
Build the Future You Want.

Many people avoid working with a financial planner because they think they don’t have enough money.

At The Caylor Group Financial Services, LLC, our goal is to create a comprehensive, lifelong financial plan designed to help you achieve your objectives and secure your financial future.

No matter where you are in life, the guidance of a Registered Investment Advisor of UPFSA can help you stay on course.

Our Values. Your Legacy.

At The Caylor Group Financial Services, LLC, we believe true financial success is built on integrity, stewardship, and long-term partnership.

Our approach is faith informed, client focused, and guided by principles that will honor your goals and values.

Our Mission

To provide trusted, personalized financial guidance that helps families, individuals, and business owners grow, protect, and preserve their wealth with integrity, wisdom, and a commitment to honoring faith and family.

Our Vision

To empower every client to live with financial confidence and purpose, building legacies that reflect both prosperity and principle for generations to come.

Why We Believe Clients Choose The Caylor Group

For many families, our long-standing experience and thoughtful, individualized planning have been the reason they return to us for guidance.

Why we stand out

47 Years of Financial Experience

Personalized, Independent, and Transparent Advice

Faith-Guided, Family-Focused Values

Local Service in Lynchburg, VA

Real People, Real Reviews

Nobody knows what the future holds, but working with George gave me peace of mind. He guided me through unfamiliar territory and helped me create a solid plan to protect my wife and family should anything ever happen to me.

Allen R.

Amherst, VA

I’m a small business owner and didn’t know much about life insurance—just what I’d heard in ads and through my church. George took the time to explain everything and showed me a smart plan to protect my family. That same plan ended up saving my business from bankruptcy when I needed a big cash boost. As a husband, dad, and small business owner, I can honestly say it’s worth having a conversation with George and The Caylor Group

Jim & Julie B

Richmond, VA

George has been an incredible help with both my financial planning and insurance needs. He explains things clearly, never rushes, and always looks out for my best interests. It’s a huge relief knowing I have someone I can trust to guide me through the big financial decisions for my family and business.

Terry H

Altavista, VA

Working with George has given me real peace of mind. He took the time to understand my goals and created a plan that protects my family while keeping my business secure. His knowledge of financial planning and insurance is top-notch, and his personal approach makes all the difference. I highly recommend The Caylor Group!

Scott H.

Rustburg

George is professional, knowledgeable, and truly cares about his clients. He’s helped me make smart financial decisions and find the right insurance coverage for my family. It gives me comfort knowing George is in my corner!

Beth P

Lynchburg VA

Ready to Take the Next Step?

Let's begin a conversation about your goals.

At The Caylor Group Financial Services, LLC, every great plan begins with a simple conversation. Our first meeting is designed to help us learn about each other — to see if we’re the right fit for your financial goals.