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The Financial Legacy Group, LLC

EST. AUM
$107,292,807

CONTACTS
1

CLIENT ACCOUNTS
414

Firm Details

Metro area Charlotte
CRD Number 287632
Website thefinanciallegacygroup.com
Client types

Overview

The Financial Legacy Group, LLC is a North Carolina registered investment adviser providing financial planning and investment advisory services. The firm focuses on retirement planning, portfolio construction, and long-term wealth management strategies designed to support client financial objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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