Legacy Financial Advisors - Durango, Colorado

Introduction to Legacy Financial Advisors

If you're looking for personalized financial guidance in Durango, Colorado, Legacy Financial Advisors stands out as a reputable choice. Located at 484 Turner Dr Building E Suite 204, Durango, CO 81301, this financial institution is dedicated to helping clients plan for their future with tailored strategies.

Legacy Financial Advisors prioritizes client comfort and accessibility. Their wheelchair accessible entrance and parking lot ensure that everyone, including those with mobility challenges, can visit conveniently. This thoughtful attention to detail reflects their commitment to serving all customers effectively.

Contact Information and Reviews

For those seeking professional advice, Legacy Financial Advisors offers a direct line of communication. Their phone number, 970-247-3794, is readily available for inquiries. The company has garnered attention online, boasting 10 reviews on Google My Business, with an impressive average rating of 5/5. These glowing reviews highlight the integrity, honesty, and personalized care that clients experience when working with Bill and his team at the Clements Group. Such feedback assures potential clients that they can expect a high level of service.

With a specialization in working with financial institutions, Legacy Financial Advisors brings a wealth of knowledge to the table. Their expertise extends to crafting comprehensive financial plans that cater to a wide range of clients, from those just starting out to seasoned investors. They are particularly known for their ability to create customized plans that align with each client's unique life circumstances and income levels.

Recommendation for Potential Clients

For anyone interested in securing their financial future, it's highly recommended to reach out to Legacy Financial Advisors. Their ability to understand and address individual needs sets them apart. To learn more about their services, or to schedule a consultation, visit their website at mylegacyfa.com. Here, you'll find detailed information on how they can help you achieve your financial goals.

👍 Reviews of Legacy Financial Advisors

Arden P.

5/5

If you are interested in planning for your future, please call Bill at the Clements Group. He will tailor a plan for you, no matter where you are in your life or your income. He really cares about seeing his clients meet their goals and is honest and treats his clients with integrity.

Merida O.

5/5

What an knowledgeable, friendly staff. Bill has a great way of explaining numbers and financial concepts that helped me really understand. I trust my money is in good hands, and appreciate the family business! I feel so much better knowing I have professionals who have years of experience in the financial industry watching out for my financial health!

Bethany N.

5/5

If you want a human to explain all of the ins and outs of financial planning and not a stuck up stuffy shirt Bill at the Clements Group is who you need to see. Down to earth and looking out for your goals and the goals of your family. Highly Recommend!

Katherine S. G.

5/5

The Clements Group does a fantastic job advising and navigating their clients through investments and preparing for retirement. They are professional and prompt in communication as well as extremely knowledgable in their industry. I needed to get in a SEP IRA contribution fast due to an approaching deadline and they were very swift in getting my account set up and funded appropriately. What I like the most regarding their approach is that they truly take the time to make sure your investment strategy makes sense to you.

Fran S.

5/5

Bill is amazing at guiding you - no matter what step you are at in preparing for retirement! Love all the knowledge, experience, and professionalism.

Courtney H.

5/5

I want to retire one day but I don’t want to look at the numbers because it makes me nervous. So thankful I have Bill, Calvin and Hunter to do it for me! Thanks guys.

Jeanne R. S.

5/5

Knowledgeable and professional ... and your advice has always been both valuable and helpful. Thank you!

natalie B.

5/5

Experts! I am always learning from the vast knowledge this financial firm provides.