For more than four decades, the team at The Caylor Group Financial Services has served the Lynchburg, VA community with personalized and reliable financial guidance.

Led by George Caylor, our practice helps families, retirees, and business owners create meaningful financial plans that reflect not just their goals but also their values.

47 Years of Financial Services Experience in Lynchburg, VA

With over 4 decades of experience in Finance, George Caylor (FINRA BrokerCheck) has built a reputation rooted in honesty, warmth and client focused service.

As an Investment Advisor Representative with United Planners, George offers deep technical expertise tailored to each client's priorities.

George is with United Planners Financial Services of America, serving individuals and families in Lynchburg and beyond.

Faith, Family, and Financial Wisdom Passed Through Generations

Allison (Caylor) Chamberlain is the newest member of The Caylor Group Financial Services, LLC.

The younger of George’s twin daughters, Allison graduated from Cedarville University with a degree in Communications and is a licensed life insurance agent. Allison specializes in insurance strategies to protect families and businesses and helping retirees with guaranteed lifetime income and guaranteed principal protection.

After spending nearly twenty years in Asia—where she met her husband and started her family—Allison has returned to Lynchburg to continue her father’s 50-year legacy of providing sound financial guidance.

She loves connecting with new and existing clients and is committed to walking alongside them on their journey toward financial security and peace of mind.

Meet Becky Richeson – Office Manager

For more than 20 years, Becky Richeson has been an integral part of The Caylor Group Financial Services, LLC. As Office Manager, Becky enjoys building lasting relationships with clients and helping them navigate every aspect of their financial lives.

What began as what she thought might be “a boring job” quickly became a dynamic and rewarding career — full of variety, meaningful connections, and opportunities to make a difference each day.

In addition to managing the firm’s daily operations, Becky also provides Social Security education and personalized guidance, working closely with clients to develop effective claiming strategies. She takes pride in providing thoughtful, personalized support to every client she assists.

Guided by Values. Focused on You.

At The Caylor Group Financial Services, financial planning isn’t just about numbers — it’s about people.

We believe wealth management should reflect your family, faith, and stewardship.

Our values-driven approach helps clients align their financial goals with what truly matters most.

Through transparent, personalized planning, our goal is to ensure every recommendation serves your best interest, not ours.

A Legacy of Trust and Independence

We take pride in being an independent financial practice — free from corporate sales goals or outside influence.

That independence allows us to offer objective, client-centered strategies designed around your needs and values.

We believe our clients appreciate the difference: open communication, consistent service, and long-term relationships built on trust.

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