Wealth Legacy Group, Inc. - San Diego, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 4540 Kearny Villa Rd STE 114, San Diego, CA 92123.
Phone: 8585690633.
Website: wealthlegacygroup.com
Specialties: Financial advisor, Business development service, Business management consultant, Financial planner, Insurance broker, Investment service, Tax consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, LGBTQ+ friendly, Free parking lot, On-site parking.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wealth Legacy Group, Inc.

☎️8585690633

⏰ Open Hours of Wealth Legacy Group, Inc.

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Introduction to Wealth Legacy Group, Inc.

Wealth Legacy Group, Inc., situated at 4540 Kearny Villa Rd STE 114, San Diego, CA 92123, stands out as a comprehensive financial solution provider with a strong presence in San Diego. Businesses and individuals alike can benefit from their array of services, including financial advising, business development, management consulting, financial planning, insurance brokerage, investment services, and tax consultancy. The company prides itself on accessibility and inclusivity, ensuring a welcoming environment for everyone with features like wheelchair-accessible entrances, parking lots, restrooms, and seating. With an emphasis on LGBTQ+ friendliness and free parking, Wealth Legacy Group, Inc. commits to making services convenient and accessible for all.

Contact Information and Services

Phone: 858-569-0633
Website: wealthlegacygroup.com
For those seeking personalized financial guidance or strategic business advice, Wealth Legacy Group, Inc. offers a suite of specialized services. Their financial advisors and consultants are equipped to help you create wealth, manage it wisely, and plan for a legacy that lasts. With expertise spanning from investment services to tax consultancy, clients can trust in their comprehensive approach to financial well-being and business growth.

Accessibility and Facilities

Understanding the importance of accessibility, this establishment goes above and beyond by providing wheelchair-accessible facilities. This includes an entrance, parking lot, restroom, and seating area all designed to accommodate individuals with mobility needs. Such thoughtful amenities reflect the company's commitment to inclusivity and ensuring that their services are available to everyone.

Client Opinions and Expertise

Clients rave about the exceptional service provided by R.J. Kelly, highlighted in numerous Google My Business reviews, with an impressive average rating of 5/5. Opinions consistently praise his unique blend of professionalism, compassion, and integrity. He is celebrated for his ability to foster confidence and provide insightful advice across a multitude of financial domains. This glowing feedback underscores the exceptional value Wealth Legacy Group, Inc. delivers to its clients, making it a top choice for those looking to navigate the complexities of personal and business finance.

Recommendation

If you're in search of a financial partner who can offer holistic advice and services tailored to your unique needs, Wealth Legacy Group, Inc. is definitely worth considering. Their commitment to accessibility, inclusivity, and expert guidance sets them apart. For a personalized consultation or to learn more about their services, visit their website at wealthlegacygroup.com. Don't miss the opportunity to experience the difference R.J. Kelly and his team can make in your financial journey.

By exploring the wealth of services offered by Wealth Legacy Group, Inc., you're not just investing in your financial future; you're choosing a partner dedicated to your success and well-being. Contact them today to start crafting your legacy.

👍 Reviews of Wealth Legacy Group, Inc.

Wealth Legacy Group, Inc. - San Diego, California

Dave N.

5/5

RJ is a pure pleasure to work with. The confidence he fosters in conversations and his keen insights into complex matters sets him apart.

Max B.

5/5

R.J. Kelly is truly one of a kind. He is the perfect combination of head and heart, professionalism, compassion and integrity. I highly encourage other business owners to take advantage of his expertise in so many areas: From wealth creation to distribution, from business to personal financial planning, and from tax mitigation to creating a true lasting legacy, R.J. Kelly is the best.

Tony D.

5/5

Working with RJ and his team has been a blessing for myself and my family. As a real estate investor, I look for value and seek to capitalize on what I have while focusing on future growth. RJ came to the table with a myriad of options and took the time to narrow down our focus to the one (and best) solution that would have the most positive impact for my goals financially & otherwise. I could not be more satisfied with my experience working with the Wealth Legacy Group. I will work them again and highly recommend them to friends and colleagues. Keep up the good work!

Dale J.

5/5

R.J. has helped me and my family tremendously in reviewing and analyzing everything we have accumulated over the years, His expertise and knowledge have been invaluable in helping us make plans on how to extend our inheritance to future generations as well as making a philanthropic impact. In addition to being a financial advisor, he is also a great friend. He not only takes the time to understand the financial aspect, but also takes the time to understand the family dynamics and individual personalities. I would highly recommend his services.

Peter Q.

5/5

RJ Kelly and I have know each other for over a decade, and I have come to appreciate the value of his experience and how he artfully integrates that in his analysis and advice to his clients, associates and friends.

RJ assisted one of my closest friends about ready to realize a significant asset sale. RJ turned this infusion of cash deposited to a bank account to a life changing capital event that significantly increased the resources available to fund education, travel and charitable goals for my friends family.

The referral of my friend to RJ made me look like a hero.

It won't be my last.

Tanya L. S. C.

5/5

It is always a pleasure working with R. J. Kelly of Wealth Legacy Group! Assisting clients, he listens to understand and to help them develop a clear-cut plan for the future. He is a strategic thinker and keeps the needs of his clients at the forefront. I’m always impressed at his organized approach to discovery, strategy and implementation, and I feel confident that clients feel safe in his and his team’s care.

Dan S.

5/5

I would highly recommend the services of RJ Kelly and his company. Since my wife and I are entering retirement years we wanted help with how we could pass on our life's work to the next generations in our family. Not only our material assets, but our family values and lessons learned as well. This was a mammoth task we'd never done before so I searched numerous estate counselors and came across RJ Kelly. He promised he could help us in all that we wanted to achieve. And he has done just that at a fair price. Using his advice, I will likely recoup the cost of his service within a year.

The work done to establish our family's values and a system of family governance, family meetings, etc., has been truly a heartwarming experience to my family members, even our grandchildren who genuinely appreciate the meaning of our shared values and goals.

RJ is clearly highly experienced in all facets of estate planning including tax regs and a variety of ways to tailor estate planning to our needs so I am comfortable that I am getting good advice.

I also found him to be very patient, something my wife and I needed as we took quite some time sorting through all that needed to be done for estate planning while juggling the demands of everyday life.

A C.

5/5

RJ got me $3.2M life insurance policy for our SBA loan. High integrity, easy to work with, and great expertise. Highly recommend RJ and his team.