Legacy Retirement Group - Dublin, Ohio

Address: 6315 Emerald Pkwy, Dublin, OH 43016.
Phone: 43367660.
Website: legacyretirementgroup.com
Specialties: Financial advisor, Investment service.
Other points of interest: Identifies as Black-owned, Identifies as women-owned, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Legacy Retirement Group

Legacy Retirement Group 6315 Emerald Pkwy, Dublin, OH 43016

☎️43367660

⏰ Open Hours of Legacy Retirement Group

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–12 PM
Saturday: Closed
Sunday: Closed

Legacy Retirement Group es una empresa de asesoramiento financiero y servicios de inversión con sede en Dublin, Ohio. La empresa identifica como Black-owned y women-owned, lo que la hace única en su sector.

La empresa ofrece servicios de asesoramiento financiero y servicios de inversión a individuos y familias que buscan planificar su futuro financiero de manera efectiva. Sus especialidades incluyen la creación de planes de ahorro, la inversión en activos y la gestión de cartera.

Legacy Retirement Group se encuentra ubicada en Address: 6315 Emerald Pkwy, Dublin, OH 43016 y puede ser contactada por teléfono en 433-676-60 o visitando su sitio web en legacyretirementgroup.com.

La empresa también ofrece servicios on-site, lo que significa que puede ser visitada en persona. Además, su ubicación es Wheelchair accessible, lo que la hace accesible para personas con discapacidad.

En cuanto a sus características, Legacy Retirement Group ofrece una variedad de servicios que incluyen:

Asesoramiento financiero personalizado
Servicios de inversión en activos
Gestión de cartera
Creación de planes de ahorro

Los clientes de Legacy Retirement Group han recibido opiniones muy positivas en Google My Business, con una media de opinión de 5/5.

Características y servicios

Servicio	Descripción
Asesoramiento financiero	Planificación financiera personalizada para individuos y familias
Servicios de inversión	Inversión en activos y gestión de cartera
Creación de planes de ahorro	Planificación financiera a largo plazo para individuos y familias

Otras características

Legacy Retirement Group identifica como Black-owned y women-owned, lo que la hace única en su sector. La empresa también ofrece servicios on-site y es Wheelchair accessible, lo que la hace accesible para personas con discapacidad.

Opiniones

Los clientes de Legacy Retirement Group han recibido opiniones muy positivas en Google My Business, con una media de opinión de 5/5.

👍 Reviews of Legacy Retirement Group

Luxury R. L.

5/5

I can't say enough good things about Greg and Taylor at Legacy Retirement Group! From the moment I reached out, their professionalism and dedication were evident. Greg's expertise in financial planning helped me navigate complex retirement options with ease, ensuring I felt confident in my decisions. Taylor’s attention to detail and personalized approach made me feel valued and understood.

What truly sets them apart is their commitment to their clients. They took the time to listen to my concerns and tailored a retirement plan that perfectly suited my needs. Their comprehensive knowledge and willingness to go the extra mile made the entire process seamless and stress-free.

If you’re looking for a team that genuinely cares about your financial future, I highly recommend Greg and Taylor at Legacy Retirement Group. Their exceptional service and unwavering support have made a significant positive impact.

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jon J.

5/5

I met with Greg Taylor today. First I want to say that he is the same friendly, knowledgeable guy in person as he is on the radio. He answered all of my questions and was forthcoming that I don't need his help yet as I am currently doing all the right things for my stage in life, and the one thing I need to focus on before tax rates change. He was able to dispel my one fear, which is whether my life insurance was sufficient coupled with my other assets, so that my wife would never run out of money if I was no longer around. I also learned that with his approach I only need about a third of the money I thought that I needed in order to retire if I chose to do so today. Since I still plan to work several decades, I should be in excellent shape. As they say, "You don't know, what you don't know." After answering all of my questions he wasn't in a rush to get rid of me, and we discussed other issues in life. After just one meeting, I feel totally confident trusting him.

Mark M.

5/5

Judi A.

5/5