Legacy Financial Group LLC

Financial ServicesUnited States2-10 Employees

Address: 990 W. 190th Street Ste. 520,Torrance, CA 90502 Contact: (310) 756-1700.

Legacy Financial Group, LLC is composed of dedicated, experienced, and knowledgeable professionals who are trained and registered to offer financial services. By focusing on the full range of Estate, Tax & Retirement Planning, our team can help individuals, businesses and families design, coordinate and implement all aspects of your financial strategy, including preserving the interests of future generations.

As one of our clients, you have the opportunity to elevate your portfolio beyond one-dimensional product strategies and generalized investment advice. Our clients not only benefit from the expertise of highly-skilled professional investment managers, but we have nurtured strategic partnerships with several independent attorneys and CPAs to assure our clients will have answers and access to their specialized services. And as part of our on-going management process, our clients' Estate, Tax and Retirement plans evolve with them.


IMPORTANT ADVISOR GROUP DISCLOSURES:
Securities offered through SagePoint Financial, Inc., a registered broker-dealer, member FINRA/SIPC.
Investment advisory services offered through Legacy Financial Group, LLC, a registered investment advisor.
SagePoint Financial, Inc. is not affiliated with Legacy Financial Group 
IMPORTANT: You may only contact me through messages.

Disclosure: http://www.sagepointfinancial.com/disclosures/socialmedia/

http://www.finra.org/, http://www.sipc.org/

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