The Legacy Group, LTD.

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Today: 8:30 am - 5:00 pm

Tomorrow: 8:00 am - 3:00 pm

27 Years

in Business

7 Years with

Yellow Pages

Accredited

Business

Amenities:

Wheelchair accessible

Hours

Regular Hours

Places Near Salem with Financial Planning Consultants

General Info: The Legacy Group, Ltd. offers a variety of financial consulting services. Based on a financial plan prepared just for you, our full-service, Fee-Only financial planning process offers individualized service and professional advice.Through a confidential advisory relationship, we will help you chart a course that seeks to achieve your long-term goals and financial objectives. Based on your needs and desires, your financial plan may include these and other highly specialized financial services:Retirement Planning401 (k) Rollover StrategiesPension Survivor DecisionsAdvanced Estate PlanningFamily Business PlanningWealth Enhancement StrategiesPortfolio Allocation DesignIncome Tax Reduction StrategiesCharitable Planning Strategies
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Payment method: debit, mastercard, amex, cash, discover, visa
Neighborhood: South Central
Other Link: http://www.thelegacygroup.com
Social Links: https://www.linkedin.com/in/ray-sagner-cfp%C2%AE-861806a https://plus.google.com/112113356712500458064/about
Categories: Financial Planning Consultants, Business Coaches & Consultants, Estate Planning, Probate, & Living Trusts, Retirement Planning Services, Taxes-Consultants & Representatives
Other Information: Wheelchair Accessible: Yes