Legacy Partners Financial Group, LLC

EST. AUM
$107,628,538

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Atlanta
CRD Number 137025
Website mylpfg.com
Client types

Overview

Legacy Partners Financial Group, LLC is a Woodstock, Georgia-based registered investment adviser and financial planning firm founded and led by Jason P. Flurry, CFP®. The firm provides comprehensive financial planning, retirement planning, college planning, investment allocation design and portfolio management, small-business retirement planning, and insurance and risk-management planning. Its regulatory profile reports discretionary advisory assets and services for individuals, small businesses, and certain institutional clients.

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 Partners Financial Group, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company