Legacy Finance - Clovis, California

Legacy Finance, located at Address: 516 5th St #201, Clovis, CA 93612, is a financial planning firm that specializes in helping individuals and families achieve their financial goals. With a Phone: 92978080 and Website: imalegacy.com, this company is dedicated to providing personalized financial planning services.

One of the main Specialties of Legacy Finance is being a Financial planner, they help clients to create a financial plan that is tailored to their unique needs and goals. They also provide investment management, retirement planning, tax planning, and estate planning services. Their team of experienced financial advisors is committed to helping clients make informed decisions about their money.

Legacy Finance is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. They recommend making an appointment, but restroom facilities are available for all visitors. With 9 reviews on Google My Business and an Average opinion: 5/5, this company has established a reputation for providing excellent financial planning services.

Reviews of Legacy Finance

Valerie Rohn

5/5

Brad Warner, the financial expert at Legacy Finance, is the ideal choice for securing your financial well-being. His comprehensive analysis has made a significant impact, and I'm incredibly thankful for his expertise and unwavering commitment to my financial success. With Brad, you've got a trusted partner in ensuring your financial stability and prosperity.

Stacia Josephson

5/5

I would recommend Legacy Finance to anyone that is looking to learn more about and prepare for their retirement. The president, Bradley, is a wealth of knowledge holding such designations as a CFA and CFP. The team there is diligent about working with their clients and making sure they are creating a plan that is tailored to each client. Legacy Finance is trustworthy and down to earth. They are by far a great firm to work with in regard to finances. I would give them a call ASAP if you are looking for more information about financial planning, investments, or insurance.

Chuck Miller

5/5

This Investment Consulting Firm is well established in providing individuals with their portfolio for retirement and long term goals. They pride themselves in tailoring each client for success without all the worries. Contact them today for a personal interview.
Chuck Miller
Broker/Owner
Chuck Miller Real Estate, Inc.

Tim J

5/5

Bradley and his professional staff are experts with my financial planning. I've been his client for over 6 years and he continues to keep my money safely growing.

Dien Hoang

5/5

Great company to work with on your financial needs. Brad is very knowledgable and provides solid advice on what you need.

Renae Prentice

5/5

Brad and Stacia are very efficient with the information given and express the information clearly. They are happy to answer any questions I may have.

Helena Warner

5/5

With their impressive designations, such as the CFA held by their president, they offer a level of expertise and knowledge that is hard to find elsewhere.

Robert Hernandez

5/5

Highly recommend. Great integrity. Knowledgeable and efficient.