Legacy Estate Services is a financial advisory firm based in Rancho Cucamonga, CA, dedicated to helping clients design customized financial strategies that provide confidence, clarity, and protection for their future. With a team of experienced professionals, including founder Mark Sharifi, Legacy Estate Services empowers clients to navigate the complexities of the financial world and make informed decisions to meet their retirement goals.
With a focus on quality, value, and client involvement, Legacy Estate Services believes in providing straightforward, honest answers to clients' questions and offering comprehensive explanations of recommendations, risks, and costs. Through a partnership approach, clients gain a deeper sense of involvement with their money, leading to increased confidence in their financial future.
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