Legacy Financial Planning
Finance · United States · 1-10 Employees
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Overview
Headquarters
United StatesWebsite
www.jeffelliottfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Legacy Financial Planning
Legacy Financial Planning LLC, operating as Jeff Elliott, CFP, is an independent Registered Investment Adviser Firm based in Lakeway, Texas, serving the Austin Metropolitan Area. The firm specializes in comprehensive financial planning and investment advisory services, focusing on personalized, fee-only fiduciary advice without commissions. Jeff Elliott, a CERTIFIED FINANCIAL PLANNER, intentionally limits his clientele to fifty households to provide dedicated attention and tailored financial strategies. The services offered include cash flow management, tax planning, investment strategies, and retirement planning, all delivered in clear, accessible language.Explore more
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Legacy Financial Planning LLC, operating as Jeff Elliott, CFP, is an independent Registered Investment Adviser Firm based in Lakeway, Texas, serving the Austin Metropolitan Area. The firm specializes in comprehensive financial planning and investment advisory services, focusing on personalized, fee-only fiduciary advice without commissions. Jeff El... Read More
