Legacy Planning Group
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
5400 Laurel Springs Pkwy Ste 101, Suwane...Phone Number
(770) 919-2075Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Legacy Planning Group
Legacy Planning Advisors is a financial advisory firm based in Suwanee, GA, specializing in financial planning, investment management, tax strategies, and retirement planning. They cater to families and business owners, providing personalized, values-driven strategies to help clients achieve their long-term goals and create meaningful legacies. Their services include business exit planning, estate planning, and philanthropic planning, ensuring that clients' financial decisions align with their values. The firm is dedicated to offering compassionate support and clear guidance to navigate complex financial situations.Explore more
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Legacy Planning Advisors is a financial advisory firm based in Suwanee, GA, specializing in financial planning, investment management, tax strategies, and retirement planning. They cater to families and business owners, providing personalized, values-driven strategies to help clients achieve their long-term goals and create meaningful legacies. The... Read More
