Legacy Finance - Clovis, California

Address: 516 5th St #201, Clovis, CA 93612, United States.
Phone: 5592978080.
Website: imalegacy.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Legacy Finance

☎️5592978080

⏰ Open Hours of Legacy Finance

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

Legacy Finance: Una Escuela de Finanzas Personalizadas

Ubicación

Si estás buscando un experto en finanzas para ayudarte a alcanzar tu objetivo de estabilidad financiera, Legacy Finance es una opción excelente. Con su sede en Clovis, CA 93612, United States, esta empresa ofrece servicios personalizados diseñados para adaptarse a tus necesidades individuales.

Características y Especialidades

Legacy Finance se destaca por su enfoque en la planificación financiera personalizada. Sus expertos, liderados por Brad Warner, ofrecen análisis exhaustivos y planes financieros personalizados para ayudar a sus clientes a alcanzar su objetivos financieros.

Las especialidades de Legacy Finance incluyen:

Financial planner
Análisis financiero exhaustivo
Planificación financiera personalizada

Recursos y Accesibilidad

La empresa ofrece varios recursos y servicios que la hacen accesible para todos. Algunos de estos incluyen:

• Parque de estacionamiento accesible para sillas de ruedas

• Entrada accesible para sillas de ruedas

• Toiletas accesibles para sillas de ruedas

• Toilets

Se recomienda hacer una cita previa.

Opiniones y Calificación

Legacy Finance ha recibido 9 opiniones positivas en Google My Business, lo que refleja su alta calidad y dedicación a los clientes.

Información de Contacto

Para obtener más información o programar una cita, puedes visitar su página web en http://www.imalegacy.com/ o llamar al 5592978080.

Recomendación Final

Si estás buscando un experto en finanzas para ayudarte a alcanzar tu objetivo de estabilidad financiera, Legacy Finance es la opción perfecta. Con su enfoque en la planificación financiera personalizada y su dedicación a los clientes, es seguro que encontrarás un partner financiero de confianza. No dudes en contactarlos a través de su página web para obtener más información y programar una cita

👍 Reviews of Legacy Finance

Valerie R.

5/5

Brad Warner, the financial expert at Legacy Finance, is the ideal choice for securing your financial well-being. His comprehensive analysis has made a significant impact, and I'm incredibly thankful for his expertise and unwavering commitment to my financial success. With Brad, you've got a trusted partner in ensuring your financial stability and prosperity.

Stacia J.

5/5

I would recommend Legacy Finance to anyone that is looking to learn more about and prepare for their retirement. The president, Bradley, is a wealth of knowledge holding such designations as a CFA and CFP. The team there is diligent about working with their clients and making sure they are creating a plan that is tailored to each client. Legacy Finance is trustworthy and down to earth. They are by far a great firm to work with in regard to finances. I would give them a call ASAP if you are looking for more information about financial planning, investments, or insurance.

Chuck M.

5/5

This Investment Consulting Firm is well established in providing individuals with their portfolio for retirement and long term goals. They pride themselves in tailoring each client for success without all the worries. Contact them today for a personal interview.
Chuck Miller
Broker/Owner
Chuck Miller Real Estate, Inc.

Tim J.

5/5

Bradley and his professional staff are experts with my financial planning. I've been his client for over 6 years and he continues to keep my money safely growing.

Dien H.

5/5

Great company to work with on your financial needs. Brad is very knowledgable and provides solid advice on what you need.

Renae P.

5/5

Brad and Stacia are very efficient with the information given and express the information clearly. They are happy to answer any questions I may have.

Helena W.

5/5

With their impressive designations, such as the CFA held by their president, they offer a level of expertise and knowledge that is hard to find elsewhere.

Robert H.

5/5

Highly recommend. Great integrity. Knowledgeable and efficient.