All jobs

Legacy Financial Group, LLC

Financial Services · United States

Website

About Legacy Financial Group, LLC

Industry
Financial Services
Company size
2-10 employees
Headquarters
Torrance, California
Founded
2002
Company type
Privately Held
Company profile name
Legacy Financial Group LLC

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/

Company locations

  • 990 W 190th St, Torrance, California 90502, US

Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.

On LinkedIn

Followers
32
People linked to this company
8

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.