About Legacy Group Planning
Legacy Group Planning is a financial services firm that specializes in providing comprehensive financial planning and investment management services to individuals and businesses. The firm focuses on helping clients achieve their financial goals through personalized strategies and expert guidance. With a commitment to integrity and client satisfaction, Legacy Group Planning aims to build long-term relationships with its clients, ensuring that their financial needs are met at every stage of life. The firm offers a range of services including retirement planning, estate planning, tax optimization, and investment advisory services. By leveraging market insights and financial expertise, Legacy Group Planning strives to deliver tailored solutions that align with each client's unique circumstances and objectives.
Company facts
- Industry
- Financial Services
- Sub-industries
- Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Advisory
- Location
- Archbold, United States
- Employees
- 1–10
- Revenue (USD)
- 1–5M
- Founded
- 2015
Products and services
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