Question 1

What services does Legacy Financial Group offer?

Accepted Answer

Legacy Financial Group offers a comprehensive range of solutions, including personal, business, and distribution planning, as well as insurance products from leading companies in the industry. The company takes a team-based approach to ensure each client receives the best information for their specific situation.

Question 2

Who is the ideal client for Legacy Financial Group?

Accepted Answer

Legacy Financial Group's ideal client is someone who appreciates professional advice, values long-term relationships, and wants to protect and provide for their family or employees. The company's comprehensive approach focuses on the "big picture" to ensure clients are well-diversified, both from a risk and tax perspective.

Question 3

Who are the registered representatives at Legacy Financial Group?

Accepted Answer

The registered representatives at Legacy Financial Group are Scott Tally, Brian Fabrizio, and Jacob Pottorff, all of whom are associated with NYLIFE Securities LLC. They hold California insurance licenses and are available to assist clients with their financial needs.

Question 4

What is the company's approach to financial planning?

Accepted Answer

Legacy Financial Group takes a team-based approach to financial planning, ensuring that each client receives the best information for their specific situation. The company's comprehensive approach focuses on the "big picture," keeping clients well-diversified from both a risk and tax perspective.

Legacy Financial Group, ltd.

Company Overview

Company Name

Address

Website

Phone

Google Reviews

About Legacy Financial Group, ltd.

More Companies in Colorado

Frequently Asked Questions about Legacy Financial Group, ltd.

What services does Legacy Financial Group offer?

Who is the ideal client for Legacy Financial Group?

Who are the registered representatives at Legacy Financial Group?

What is the company's approach to financial planning?

Technologies Used

Social Profiles

Key Decision Makers