Certified Public Accountants , LLC.

Location:

1322 E McAndrews Rd Suite #201MedfordOregon97504United States View Map

Revenue:

$1 Million

Employees:

5

Industries:

Phone:

(541) 734-7040
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Description:

Legacy Financial exists to lead our clients to increased wealth and profits, optimal financial balance and fulfilled life goals. We craft our services to meet the client's unique needs and drive them to be proactive for their futures. Principle Partners of Legacy Financial: Randall A. McCord, CPA, MBA Randall McCord CPA Medford Oregon Randall A. McCord has over 38 years of in-depth experience in providing financial, accounting, taxation and strategic consultation services to a wide variety of businesses and individuals. Randall believes his primary job is to help every client increase their personal wealth by reducing expenses, increasing profits, and creating the highest possible returns from the client's personal investment of energy, hard work and cash flows. Randall is uniquely qualified for this task. He became a CPA in 1977, and has held positions as a manager in a large Regional CPA firm, the Chief Financial Officer for companies in both the Hi-Tech and Construction industries, the Treasurer for Pepperdine University, started / owned several businesses, and created / operated CPA firms and Financial Services firms. Randall has specialized skills in business and personal income tax strategies, cash flow management, business profitability strategies, business transition/owner retirement processes, as well as wealth and retirement management. He has successfully served firms in many industries, including retail, wholesale distribution, manufacturing, banking, financial services, construction, agriculture, health services, real estate, estates and trusts, and non-profits, among others. Randall has also assisted many business startups. Randall graduated with honors from Harding University with degrees in both Accounting and Finance. He earned his MBA from Pepperdine University with a 4.0 GPA. Randall holds a Certified Public Accounting certificate from the State of Oregon. To broaden his capacity for service, Randall also holds the Series 7 and Series 66 securities licenses, as well as an Oregon Life & Health Insurance license. [IMPORTANT NOTE: Although Randall is fully licensed and qualified to function as a Registered Financial Advisor and Registered Representative, services of this nature however are NOT provided by Legacy Financial CPA's.

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