Retirement Legacy Group

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Lansing
CRD Number
Website retirementlegacy.com
Client types

Overview

Retirement Legacy Group is a financial planning firm based in East Lansing, Michigan, serving the Capital Area with a particular focus on Michigan State University employees and local families. The firm is a team of independent financial advisors with over 60 years of collective experience providing personalized retirement, investment, estate, risk-management and tax-planning strategies. Retirement Legacy Group builds long-term relationships and tailors comprehensive plans around each client’s goals, integrating 403(b), IRA, 401(k) and other assets into a cohesive strategy designed to support retirement income, legacy giving and multi-generational wealth. The firm delivers independent advice using LPL Financial and Private Advisor Group.

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

Retirement Legacy Group

Platform Details

Investment Preferences

Alternative Activity

Address

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