LEGACY ADVISORY GROUP, LLC

4.8/5 (82)
NameLEGACY ADVISORY GROUP, LLC
Address4958 Valleydale Road, Suite 102G, Birmingham, AL 35242
City
Category
Phone +1-205-301-5294   +1-205-991-5017  
Email ID
SpecialityWealth Protection, Charitable Planned Giving, Social Security Optimization, Investment Advisory, Employee Benefits Advisors, Accountants, Structured Income, Retirement & Legacy Planning
AboutLegacy Advisory Group, LLC is one of the best financial services located in Birmingham. The team at LAG has comprehensive financial services experience and steadfastly upholds the highest ethical standards. They believe their teamwork approach adds a broader perspective to all they do and provides increased benefits to their clients. The firm is committed to delivering personalized and strategic financial solutions through access to a full range of financial services and solutions. They specialize in creating an approach that is designed to address your situation. Their advisors are equipped with innovative industry tools, processes, and products to provide customized financial plans which offer a complete and reliable method to your family's requirements. At Legacy Advisory Group, they focus on the client's goals and build a financial plan around those goals.
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