Legacy - Rancho Cucamonga, California

Overview of Legacy

Legacy, located at Address: 10832 Laurel St #203, Rancho Cucamonga, CA 91730, stands out as a reputable financial institution with a strong emphasis on serving clients seeking financial guidance and security, particularly in retirement planning. With a telephone number 9099480700 and an accessible website retirement-income.org, Legacy ensures that potential clients can easily reach out for assistance.

Key Features and Accessibility

One of the standout features of Legacy is its commitment to accessibility. The office is wheelchair accessible, ensuring that everyone, regardless of physical ability, can visit without difficulty. Additionally, they offer a wheelchair accessible parking lot and on-site parking, making it convenient for all clients to visit.

Expertise and Client Satisfaction

Legacy specializes in being a financial institution, which means their expertise lies in providing comprehensive financial solutions. Reviews on Google My Business highlight their excellent service, with an impressive average opinion rating of 4.9/5. Clients often express their satisfaction, noting the high quality of advice and the attentive, knowledgeable staff, particularly mentioning Rami and Tanya as standout advisors. The regular meetings every 3-4 months suggest a commitment to long-term client relationships, ensuring continuous support and addressing concerns promptly.

Recommendations for Prospective Clients

For anyone considering hiring a fiduciary advisor, Legacy is highly recommended. The personalized approach, exemplified by the regular meetings with dedicated advisors, ensures clients receive tailored advice that meets their specific needs. The office environment, being fully accessible and welcoming, adds to the overall positive experience. Given the glowing feedback, prospective clients are encouraged to interview Legacy's team to gauge if they are the right fit for their financial needs.

👍 Reviews of Legacy

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.

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!

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.

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 👍 😀

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.

Les C.

4/5

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

James R.

5/5

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

marc H.

5/5

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