Legacy Financial Group - Agoura Hills, California
Address: 28720 Roadside Dr Suite 315, Agoura Hills, CA 91301, United States.
Phone: 8189933311.
Website: planmember.com
Specialties: Financial institution, Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, On-site parking.
Opinions: This company has 69 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Legacy Financial Group
⏰ Open Hours of Legacy Financial Group
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
Legacy Financial Group
Legacy Financial Group is a renowned financial institution located in Agoura Hills, California. Established with the mission to provide comprehensive financial solutions to individuals and businesses alike, this firm has made a significant impact in the financial consulting industry. With their experienced team of financial advisors, Legacy Financial Group offers personalized financial planning services, tailored to meet each client's unique needs.
Location and Accessibility
Located at 28720 Roadside Dr Suite 315, Agoura Hills, CA 91301, United States, Legacy Financial Group is easily accessible to those residing in and around the area. The firm is committed to ensuring a comfortable and inclusive environment for all clients, offering wheelchair-accessible parking and entrance facilities. On-site parking is also available for those visiting the office.
Specialties and Services
The firm specializes in providing a wide range of financial services, including financial consulting and planning. Their expertise spans various areas, such as investment management, retirement planning, estate planning, and tax planning. By working closely with each client, they aim to develop a clear understanding of their financial goals and create a customized plan to help them achieve success.
Testimonials and Reviews
Legacy Financial Group has garnered a strong reputation within the community, with a majority of their clients praising their exceptional service and expertise. The firm boasts a remarkable average rating of 5/5, based on 69 reviews on Google My Business. This outstanding feedback showcases the firm's dedication to providing top-notch financial solutions and maintaining a high level of client satisfaction.
Website and Contact Information
For more information about Legacy Financial Group, visit their official website at planmember.com. You can also reach out to their friendly staff by phone at 818-993-3311 to schedule a consultation or discuss your financial concerns.