Legacy Financial Group - Agoura Hills, California

Legacy Financial Group is a well-known and respected financial institution located at Address: 28720 Roadside Dr Suite 315, Agoura Hills, CA 91301. The company specializes in financial consulting and planning services, making it an ideal choice for individuals and businesses seeking expert advice on managing their finances.

At Legacy Financial Group, customers can expect to receive personalized and comprehensive financial planning services from experienced professionals. The company's team of financial consultants is dedicated to helping clients achieve their financial goals, whether it's saving for retirement, investing for growth, or managing debt.

One of the standout features of Legacy Financial Group is its accessibility. The company's offices are fully wheelchair accessible, with a wheelchair accessible entrance and parking lot. This commitment to inclusivity is just one of the many reasons why Legacy Financial Group has built a strong reputation in the community.

In addition to its physical location, Legacy Financial Group can also be reached by phone at Phone: 89933311. The company's website, Website: planmember.com., is also a valuable resource for learning more about the company's services and team.

Legacy Financial Group has received numerous positive reviews from satisfied clients. With a Average opinion: 5/5. based on 68 reviews on Google My Business, it's clear that the company is highly regarded for its expertise and customer service.

Reviews of Legacy Financial Group

Susie Avalos

5/5

Bobby Motamedi helped me set up my 403B many years ago. He is always available to answer questions and responds to emails quickly. He is extremely patient and explains everything step by step. He looks out for me and gives me great advice. I have recommended him to my family and friends.

Stafford Deutsch

5/5

I have been retired from teaching for 6 years and have had Bobby Motamedi manage my 403b for about 22 years. I have to say that he has been nothing short of "Fantastic." First, he is very experienced. He has been doing the management of 403bs for years. Second, he is very personable, he cares about his clients. He will talk to you about how things are going with genuine concern. Third, he is always available to his clients. You can always reach him and he always returns his calls. Fourth, if there is any paper work to be done he always helps you to follow through. He is very thorough. Fifth, he really takes care of your money and suggests the best place to put it. He follows the market extremely well. He knows when your 403b should be in a more aggressive fund or in a more conservative fund.
In conclusion, I have to say that Bobby Motamedi is one fine person who really cares about his clients, is very efficient, and a pleasure to have as an advisor for your 403b.

Laureen Stephens

5/5

Bobby Motomedi has been my advisor for close to 20 years during which time he has always shown exceptional professionalism and knowledge. With his assistance, I was able to zero in on my financial goals and retire early, knowing that my investments were secure. He is the first person I recommend to all my friends & family!

Heather Carrillo

5/5

I’ve been with Bobby for many years. He always gives solid advice. So satisfied with his dedication to helping me with my financial needs.

Maria Aguilar

5/5

Feeling very confident as I am rounding the corner to retirement due to Bobby Motamedi. We have worked on my goal to be financially independent so I am able to enjoy traveling and personal hobbies the day I retire. 25 years ago I couldn’t predict how well my money would have grown. However Bobby knew, he has been a great financial coach and advisor. You don’t have to worry he will disappear, he has always been available in the 25 years of knowing him.

ursula arrata

5/5

Bobby has been my financial advisor for over 10 years. He is extremely professional, widely informative, and most importantly, he swiftly responds to my texts/emails/calls. He always gives me sound advice while having my retirement interests in mind when we make adjustments. Highly recommend Bobby!

Michelle Gannes

5/5

Mr. Motamedi has been my financial advisor for many years. I can testify that Bobby has only been available whenever we needed advice. Our funds have been successful and safe. Bobby keeps in constant communication, relating to us of new opportunities along with a very comprehensive newsletter designed for all kinds of investors. I have enjoyed the retirement articles that help understand new trends. Its been a pleasure to have Bobby watching out for our hard earned funds that we may enjoy a relaxed secure retirement. Personally, he has been so very patient with our questions, explaining our options thoroughly and in words we can understand.

LIz C. Ortega

5/5

Bobby has been an integral part of my finances for a very long time. He has been my financial advisor for close to 15 years. The first time I met Bobby he immediately gave me a sense of trust. He is extremely knowledgeable and provides excellent guidance in securing a financially stable retirement. His constant guidance and caring demeanor have always put me at ease when trying to navigate through Financial scenarios. Thank you Bobby so much!