Legacy Planning Advisors, LLC. - Suwanee, Georgia

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Legacy Planning Advisors, LLC: A Comprehensive Overview

Location and Contact Information: Situated at 5400 Laurel Springs Pkwy STE 101, Suwanee, GA 30024, Legacy Planning Advisors, LLC is easily accessible with a wheelchair accessible entrance, parking lot, restroom, and seating areas. For inquiries, their phone number is 709192075.

Website: Visit their official site at legacyplanningadvisors.com for more detailed information and services offered.

Specialties: As both a financial advisor and a professional serving financial institutions, Legacy Planning Advisors excels in providing personalized advice tailored to clients' financial well-being needs.

Services Offered:
Financial advice and planning, covering a broad spectrum from budgeting to estate planning, ensuring comprehensive support for clients' financial journeys. Their unique approach includes offering on-site services, making it convenient for clients to receive expert guidance.

Facilities and Accessibility: The office is designed with accessibility in mind, featuring a free parking lot, wheelchair accessible features such as parking lot, restroom, seating, and entrance, and accommodations for those with mobility needs. This commitment to inclusivity ensures that all clients, regardless of physical ability, can access their services comfortably.

Client Testimonials: The company has garnered positive attention, with one review on Google My Business highlighting exceptional biblical advice on financial matters paired with personal prayers. Clients frequently express gratitude for the holistic approach, mentioning specific guidance during challenging times, such as medical leave. The mention of a dedicated advisor, Peter Geckeler, and the leadership of Jerry Black, underscores the personalized care and professional expertise clients can expect.

Online Presence and Reputation: With just one review on Google My Business but an average opinion of 5/5, Legacy Planning Advisors demonstrates a strong initial impression. Their reputation for excellence is built on a foundation of exceptional service, personal connection, and a deep understanding of financial planning's multifaceted nature.

Recommendations for Prospective Clients: For those seeking to plan their legacy or financial future, Legacy Planning Advisors offers a welcoming and accessible environment. Their comprehensive services and commitment to personalized, caring advice make them a standout choice in the financial advisory field. Prospective clients are encouraged to explore the website for more detailed information, consider scheduling an initial consultation to assess the fit, and appreciate the office's accessibility features which ensure a comfortable experience for all visitors.

"summary": "Legacy Planning Advisors, LLC provides comprehensive financial planning and estate services in a wheelchair-accessible Suwanee office, with highly rated personalized advice.",
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👍 Reviews of Legacy Planning Advisors, LLC.

Kevin J.

5/5

Excellent biblical advice on all aspects of our financial well-being, from budgeting to estate planning, and everything in between! They pray for us, specifically, based on the prayer requests they ask us to send in... I know that if anything happened to me, they would “walk” her all the way - the same way they helped us when I was out on medical leave for almost two years! Outstanding practice with exceptional people... I thank God for our advisor, Peter Geckeler, and I thank God that Jerry Black had the vision and leadership skills to make Legacy Planning what it is, today...