Legacy Financial Group LLC

Legacy Financial Group, LLC, founded in 2002, is a United States-based financial services and wealth management company. The company is located at 990 W. 190th Street Ste. 520, Torrance, CA 90502, and can be contacted at (310) 756-1700. Legacy Financial Group, LLC prides itself on having a team of dedicated, experienced, and knowledgeable professionals who are trained and registered to offer comprehensive financial services. With a focus on Estate, Tax & Retirement Planning, the company assists individuals, businesses, and families in designing, coordinating, and implementing all aspects of their financial strategy, with the goal of preserving the interests of future generations. As clients of Legacy Financial Group, LLC, individuals have the opportunity to go beyond traditional product strategies and generalized investment advice. They benefit from the expertise of professional investment managers and gain access to specialized services through strategic partnerships with independent attorneys and CPAs. Moreover, the company's ongoing management process ensures that clients' Estate, Tax, and Retirement plans evolve with them. Legacy Financial Group, LLC operates with the following important advisor group disclosures: - Securities offered through SagePoint Financial, Inc., a registered broker-dealer, member FINRA/SIPC. - Investment advisory services offered through Legacy Financial Group, LLC, a registered investment advisor. - SagePoint Financial, Inc. is not affiliated with Legacy Financial Group. The company's dedication to specialized financial services and strategic partnerships makes it a noteworthy player in the industry, providing clients with an extensive and tailored approach to wealth and financial planning.