Legacy Retirement Advisors, Inc.

Legacy Retirement Advisors, Inc.

Categories

Financial Planning

About Us

Legacy Retirement Advisors, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We have provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry.

OUR COMMITTMENT
We are committed to extend our professional experience with a ''hands on '' on approach to financial guidance. Not only will you find us knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

OUR PRINCIPLE
Our company is based on the principle that education and understanding for your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.

OUR SERVICES
We walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

Highlights

  • Certified Wealth Strategist, CWS®
  • Accredited Investment Fiduciary, AIF ®
  • Comprehensive and personal service available

Images

Office View
Sign in front of Office
Office View 2
Second view of sign
Office View 3

Rep/Contact Info

Card image cap
Caleb Davenport
President