Legacy One Financial, LPL Financial - Gaea Rae Dawn - Ventura, California
Address: 965 E Main St, Ventura, CA 93001, United States.
Phone: 8053309680.
Website: legacyonelife.com
Specialties: Financial advisor, Financial planner, Insurance broker.
Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Free of charge street parking.
Opinions: This company has 31 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Legacy One Financial, LPL Financial - Gaea Rae Dawn
⏰ Open Hours of Legacy One Financial, LPL Financial - Gaea Rae Dawn
- Monday: 9 am–4 pm
- Tuesday: 9 am–4 pm
- Wednesday: 8:30 am–4 pm
- Thursday: 9 am–4 pm
- Friday: 9 am–2 pm
- Saturday: Closed
- Sunday: Closed
Legacy One Financial: A Trusted Financial Advisory Firm in Ventura, CA
Legacy One Financial, a renowned financial advisory firm in Ventura, CA, is associated with LPL Financial and led by the experienced Gaea Rae Dawn. This company specializes in providing personalized financial planning, investment guidance, and insurance solutions to help clients achieve their long-term financial goals. With a strong commitment to client satisfaction, Legacy One Financial has earned a stellar reputation in the industry.
Key Features and Services
- Comprehensive Financial Planning: Legacy One Financial offers a wide range of financial planning services tailored to individual needs, including retirement planning, estate planning, and tax-efficient investment strategies.
- Investment Guidance: The firm provides expert advice on various investment options, such as stocks, bonds, mutual funds, and real estate, to help clients build and manage their portfolios.
- Insurance Solutions: Legacy One Financial offers a variety of insurance products to protect clients' assets and provide peace of mind, including life insurance, disability insurance, and long-term care insurance.
Convenient Location and Accessibility
Legacy One Financial is conveniently located at 965 E Main St, Ventura, CA 93001, United States, making it easily accessible for clients in the area. The office features an on-site service area and a wheelchair-accessible entrance, ensuring that all clients can receive the assistance they need. Additionally, free street parking is available nearby for clients' convenience.
Exceptional Client Reviews
Legacy One Financial has consistently impressed its clients, as evidenced by the 31 reviews on Google My Business. With an impressive average rating of 5/5, clients praise the firm's exceptional service, expert advice, and personalized approach to financial planning. Many clients have expressed their gratitude for the peace of mind and financial security they have gained through working with Legacy One Financial.
Why Choose Legacy One Financial
If you are seeking a reliable and experienced financial advisor in Ventura, CA, Legacy One Financial, LPL Financial - Gaea Rae Dawn is an excellent choice. With a strong focus on client satisfaction, comprehensive financial planning services, and a commitment to helping clients achieve their long-term financial goals, Legacy One Financial stands out in the industry. Whether you require investment guidance, insurance solutions, or general financial advice, this reputable firm is well-equipped to assist you on your financial journey.
For more information or to schedule a consultation, visit their website at legacyonelife.com or contact them directly at 8053309680.