Legacy Group Planning - Holland, Ohio

Ronald S. I.

I wish I would’ve known about this sooner. If you are thinking about the future and want to invest with a reliable, efficient and experienced group call them now or let me know.

Gregory B.

Attended the event on April 15, 2024 at the Hilton Garden Inn. A great event good food and great information about your retirement funds and opportunities available. Products are excellent and should be looked at by everyone. No fees no looses, worth looking at. Thank you Legacy Group Planning fir all that you have provided us.

Royce M.

This company is the best you are going to find. They have high integrity and go out of their way to help you....with no direct payback for them. And believe me, we have had some really bad, unscrupulous financial advisors in the past. The staff treat you like family and make themselves available whenever you have any questions and provide simplified explanations about the different programs so you can understand somewhat complicated concepts.

Equally important is their financial savvy. We are both retired and sitting very comfortably because of their financial guidance over the years.

Thank you Legacy. You have made our lives happy and stress free.

Phillip M.

As a senior citizen, I feel it's imperative to have a financial plan that will keep me protected from the potential of massive losses of an erratic fiscal market, especially in these explosive and unpredictable times. While I have watched many in this country lose large sums of their hard-earned saved dollars, I've lost nothing. I'd always heard bad things about annuities. However, given my age, I would prefer less risk and more stability. The Legacy Group has done that for me and my wife. For those of you that are changing jobs and have retirement plans that you could roll over, I would highly encourage you to get with the Legacy Planning Group and see if they could help you protect your money so that you have a comfortable nest egg when you actually need it. That's what they've done for my wife and I. I often hear people say, if it sounds too good to be true, then it can't be true. Having been Investing with these programs for over 20 years, I've never lost a single penny. All I've done is increased my portfolio without ever experiencing a loss. There may have been a time or two in those 20 years where I didn't make any money, but the most important thing to me is that I didn't lose any money. As I approach 70, the nest egg that my wife and I have been able to acquire, will more than see us through to the end. We have the Legacy Group to thank for that.

Lynn H.

Great folks. We feel fortunate to be affiliated with them.

Sandy C.

These people are definitely not passive. They are enthusiastic, knowledgable, excellent. Kim Allen is great. I would highly recommend this group they have done right by me.

Martin W.

Worked with them for years and they are great! Up front on everything, very transparent and always looking for ways to help us.
Love what they have been able to do that helps us and our loved ones!!!

steve S.

Kim Allen is an advisor that really knows his stuff and someone you can trust. He's thorough, thoughtful and really tries to do the best for all of his clients. People are well served and well treated at Legacy Planning Group.