About Legacy Group
Your financial goals are our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you and your family. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first.
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General Information
Firm Start Year
1924
CRD#
1014182
Firm CRD#
134797
Insurance License#
709186
Name of Custodial Firm
Schwab Institutional, Pershing,
Years of Experience in Financial Services
41
Work with the following types of clients
Individual Investors
Advisory Services Provided
401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CSA®
Firm Information
Total Assets Under Management by Advisor
$50,000,000
Compensation and Fees
Compensation Methods
Based on Assets, Commissions, Hourly
Education
Bachelor of Science - Business Management -
La Salle University
-
CFP Professional Education Program -
College for Financial Planning
-
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886620/financialplanners-Legacy-Group-detailed-disclosure.html