Legacy Financial Advisors LLC is a fee-only financial planning and investment advisory firm based in Beachwood, OH. With a mission to help clients achieve their goals despite marketing forces that may work against their interests, Legacy Financial Advisors provides customized and competent financial advice that puts clients in control. Founded in 2004, the firm offers a range of services including retirement planning, portfolio construction, estate planning, and insurance analysis.
With a team of certified professionals and a commitment to serving clients' best interests, Legacy Financial Advisors stands out from the competition. They understand the importance of navigating changing tax laws and investment instruments wisely, and provide expert assistance to ensure clients make informed decisions. By offering conflict-free financial advice and a focus on personalized service, Legacy Financial Advisors is dedicated to helping clients secure their financial future.
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