Legacy Financial Group, LLC

EST. AUM
$1,007,573,360

CONTACTS
9

CLIENT ACCOUNTS
4,146

Firm Details

Metro area Des Moines
CRD Number 154927
Website lfgplanners.com
Client types

Overview

Legacy Financial Group values building relationships with clients and their families beyond numbers and documents. They take the time to understand each client individually before discussing strategies or plans. Their objective is to assist clients in achieving financial organization, clarity, and confidence, enabling them to make informed decisions that align with their desired lifestyle.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Legacy Financial Group, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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