Legacy Finance
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
516 5th St Ste 201, Clovis, California, ...Phone Number
(559) 297-8080Website
www.imalegacy.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Finance
Legacy Finance offers personalized financial planning and wealth management services, focusing on helping individuals and families prepare for retirement and protect their assets. The firm is recognized for its disciplined, goals-based investment strategies led by a Chartered Financial Analyst (CFA). Their comprehensive services include wealth management, financial planning, and risk management, tailored to meet the unique needs of pre-retirees, business owners, and individuals. Legacy Finance aims to provide clarity and confidence in financial decision-making, ensuring clients can build a lasting financial legacy.Explore more
Legacy Finance Org Chart
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Legacy Finance offers personalized financial planning and wealth management services, focusing on helping individuals and families prepare for retirement and protect their assets. The firm is recognized for its disciplined, goals-based investment strategies led by a Chartered Financial Analyst (CFA). Their comprehensive services include wealth mana... Read More
