Legacy Advisory Group, Llc
Legacy Advisory Group is a fee-only investment advisory firm specializing in portfolio management and 401k plan advisement. We believe all relationships, whether business or personal, begin with a foundation of mutual understanding and trust. To that end, we strive to create an environment that focuses on the individual investor, and their unique set of circumstances. We don't claim to have all the answers. What we do promise is to provide sound investment advice, while creaating a strong relationship and taking phenomenal care of you along the way. Service is the cornerstone of everything we do, as we strive to create the ultimate client experience. 100% Native American owned
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5
1 to 10 range
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Top roles at Legacy Advisory Group, Llc
2 distinct titles indexed · top 2 shown.
- 1director of operations
- 1insurance specialist
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