Legacy Financial Advisors - Durango, Colorado

Legacy Financial Advisors - A Trusted Name in Financial Services

Legacy Financial Advisors, located at 484 Turner Dr Building E Suite 204, Durango, CO 81301, United States, is a reputable financial institution that has been serving the community with excellence. With a phone number of 9702473794 and a user-friendly website at mylegacyfa.com, the firm is committed to providing top-notch financial solutions to its clients.

Specialties and Services

The firm specializes in offering a wide range of financial services tailored to meet the diverse needs of individuals and businesses alike. These services include but are not limited to investment planning, retirement planning, estate planning, and wealth management solutions. With a team of experienced and knowledgeable professionals, Legacy Financial Advisors strive to deliver personalized financial strategies to help clients achieve their long-term financial goals.

Accessibility and Facilities

To ensure accessibility for all clients, Legacy Financial Advisors offers wheelchair-accessible parking and entrance facilities. In addition, the firm provides on-site parking for those visiting the office, making it convenient for clients to access their services without any hassle.

Client Reviews and Testimonials

With a strong reputation and a track record of success, Legacy Financial Advisors has garnered numerous positive reviews from satisfied clients. The company currently boasts an impressive average rating of 5/5 on Google My Business, a testament to the exceptional service they provide. Many clients have praised the firm for its dedication to helping them achieve their financial objectives, as well as the honest and integrity-driven approach of their advisors.

• "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."

This glowing recommendation highlights the firm's commitment to personalized service and its ability to adapt to the unique needs of each client.

Final Recommendation

For those seeking a reliable and professional financial advisor, Legacy Financial Advisors is an excellent choice. With their dedication to providing tailored financial solutions, accessibility features, and a strong track record of success, this firm is well-equipped to help clients navigate their financial journey with confidence. We highly recommend visiting their website at mylegacyfa.com or contacting them directly at 9702473794 to learn more about how they can assist you in achieving your financial goals. Don't hesitate to take the first step towards a brighter financial future with Legacy Financial Advisors.

👍 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.