Legacy - Rancho Cucamonga, California

Address: 10832 Laurel St #203, Rancho Cucamonga, CA 91730, United States.
Phone: 9099480700.
Website: retirement-income.org
Specialties: Financial institution.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, On-site parking.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Legacy

Legacy 10832 Laurel St #203, Rancho Cucamonga, CA 91730, United States

⏰ Open Hours of Legacy

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–1 PM
  • Saturday: Closed
  • Sunday: Closed

Legacy: A Trusted Financial Institution in Rancho Cucamonga, CA

Legacy, located at 10832 Laurel St #203, Rancho Cucamonga, CA 91730, United States, is a renowned financial institution that has been serving clients with exceptional services for years. The institution is easily accessible, with a wheelchair-accessible entrance and on-site parking available for clients. With a strong commitment to excellence, Legacy has earned an impressive 4.9/5 average rating based on 9 reviews from satisfied clients on Google My Business.

Specialties and Services

Legacy specializes in providing comprehensive financial services, catering to a broad range of clients with diverse financial needs. Their dedicated team of experts works closely with clients to develop personalized strategies, ensuring that each client's unique financial goals are met.

Expertise and Professionalism

The staff at Legacy is not only knowledgeable but also highly professional. Many clients have praised their advisors for being "awesome and knowledgeable," addressing all concerns and providing valuable guidance in a clear and understandable manner. This level of expertise and commitment to client satisfaction has earned Legacy a strong reputation in the industry.

Client Testimonials

Client testimonials speak volumes about the exceptional service provided by Legacy. One satisfied client shared, "We are so happy that Legacy was recommended to us by our trust attorney. We highly recommend this group. You will not be disappointed.” Another client added, "If you’re in the process of looking for a fiduciary advisor, I highly recommend you interview this group. Rami and Tanya will not disappoint."

Additional Benefits

In addition to their top-notch services, Legacy offers convenient amenities such as a wheelchair-accessible parking lot, ensuring that all clients can easily access their services. The front office staff has also been praised for their exceptional support, further enhancing the overall experience for each client.

Final Recommendation

For individuals seeking a reliable and knowledgeable financial institution, Legacy is an excellent choice. With a strong focus on client satisfaction, expert advisors, and a commitment to excellence, Legacy has earned its outstanding reputation in the financial industry. To learn more about their services or to schedule a consultation, visit their website at retirement-income.org or contact them directly at 9099480700.

👍 Reviews of Legacy

Legacy - Rancho Cucamonga, California
Alyson N.
5/5

We are so happy that Legacy was recommended to us by our trust attorney. We highly recommend this group. You will not be disappointed. We meet every 3-4 months with our advisor who is so awesome and knowledgeable and answers
all our concerns.
So if you’re in the process of looking for a fiduciary advisor, I highly recommend you interview this group. Rami and Tanya will not disappoint. Bonus there front office staff
Is amazing as well.

Legacy - Rancho Cucamonga, California
Al E.
5/5

We have been with Legacy for several years. Rami and his team have always had our best interests at heart. Rami has managed our retirement as if we were family. The professionalism and wealth of knowledge made it easy for us to trust Legacy. So much so, that we have referred several family and friends. We are very, very, satisfied clients!

Legacy - Rancho Cucamonga, California
Amanda L.
5/5

Retirement planning is better if you have the help of experienced planners. These people are not pushy, and they seem to know what they are doing. I would recommend them if you have enough in your retirement account to be worth worrying about.

Legacy - Rancho Cucamonga, California
Lupe C. (.
5/5

This excellent advisor for financing & investing for elderly loved ones,was one of
the best positive business associates I met lately,I highly recommend to family &
friends. Thank You for the
hospitality 👍 😀

Legacy - Rancho Cucamonga, California
Gloria R.
5/5

Nice people, very helpful, always. Trust worthy, concern about your future .Definitely know their business and set in forming a long relationship.

Legacy - Rancho Cucamonga, California
Les C.
4/5

Great place to have your Living Trust done. Very Reasonable, I Highly Recommend them !

Legacy - Rancho Cucamonga, California
James R.
5/5

Love the Service and the staff at Legacy. Always feel very special as a customer.

Legacy - Rancho Cucamonga, California
marc H.
5/5

Wade is the best to handle living will trusts I highly recommend this place

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