Legacy Planning Group
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
119 W Virginia St Ste 200-201, Mc Kinney...Phone Number
(972) 562-5682Website
www.legacypg.comRevenue
<$5 MillionIndustry
About Legacy Planning Group
Legacy Planning Group is a family-owned financial planning practice based in McKinney, Texas, dedicated to helping clients achieve lifelong financial independence and confidence. Since 1998, they have provided personalized financial planning, investment management, retirement, estate, and insurance planning services tailored to individual needs. The firm emphasizes a fiduciary approach, prioritizing clients' financial well-being while also engaging in community service. Their target clients include individuals and small businesses seeking comprehensive financial solutions and guidance.Explore more
Legacy Planning Group Org Chart
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Legacy Planning Group is a family-owned financial planning practice based in McKinney, Texas, dedicated to helping clients achieve lifelong financial independence and confidence. Since 1998, they have provided personalized financial planning, investment management, retirement, estate, and insurance planning services tailored to individual needs. Th... Read More
