Legacy Wealth Management Group, LLC - Dothan, Alabama

Legacy Wealth Management Group, LLC: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Legacy Wealth Management Group, LLC presents a compelling option. Located at 214 Perry Ave, Dothan, AL 36303, United States, the company offers a dedicated approach to managing and growing wealth. They operate with a commitment to personalized service and a thorough understanding of their clients’ unique circumstances. This detailed overview will provide potential clients with the information they need to assess whether Legacy Wealth Management Group, LLC aligns with their financial aspirations.

Company Details and Specialties

Legacy Wealth Management Group, LLC specializes in providing comprehensive financial planning services. This encompasses a broad range of areas, including retirement planning, investment management, estate planning, tax planning, and education savings. The group prides itself on taking a holistic view of a client’s financial situation, analyzing income, expenses, assets, and liabilities to develop tailored strategies. Their core competency lies in helping clients achieve their long-term financial goals, ensuring stability and prosperity for the future. They work with a diverse clientele, from young professionals starting their careers to established retirees seeking to optimize their portfolio and legacy. A key differentiator is their focus on building long-term relationships based on trust and transparency.

Location and Accessibility

The firm’s physical address is 214 Perry Ave, Dothan, AL 36303. This central location in Dothan, Alabama, facilitates easy access for clients. Furthermore, Legacy Wealth Management Group, LLC demonstrates a strong commitment to accessibility for all clients. The office features a wheelchair-accessible car park, ensuring convenient parking for individuals with mobility challenges. An equally important consideration is the wheelchair-accessible entrance, removing barriers to entry. Additionally, a dedicated wheelchair-accessible toilet is available on-site, reflecting the company’s dedication to inclusivity. The provision of a toilet further enhances the overall comfort and usability of the facility. These features are integral to their mission of providing equitable service to all clients.

Client Feedback and Reputation

Currently, Legacy Wealth Management Group, LLC has 0 reviews on Google My Business, indicating a limited public record of client experiences. Consequently, the average opinion is 0/5. This lack of reviews presents a challenge in assessing the company’s reputation based on direct client feedback. However, this does not necessarily reflect the quality of service provided; it simply highlights the absence of publicly available testimonials at this time. It’s recommended that prospective clients actively seek out additional information through independent research and, if possible, direct consultations.

Contact Information

Individuals interested in learning more about Legacy Wealth Management Group, LLC can easily connect with the firm through their provided contact details. The primary phone number is 3344796114. Furthermore, the company’s website, legacywealthal.com, offers detailed information about their services, team members, and investment philosophy. The website provides a valuable resource for potential clients to explore the firm’s offerings and assess their compatibility with their own financial needs.

Key Features and Benefits

• Personalized Financial Plans: Tailored strategies aligned with individual goals.
• Investment Management: Portfolio construction and ongoing management.
• Retirement Planning: Strategies for a secure and comfortable retirement.
• Estate Planning: Guidance on wealth transfer and legacy preservation.
• Tax Planning: Minimizing tax liabilities and maximizing returns.

Legacy Wealth Management Group, LLC strives to be a trusted partner in their clients’ financial journeys. Their commitment to accessibility, combined with their expertise in financial planning, positions them as a viable option for those seeking professional guidance. Despite the current lack of reviews, the firm’s dedication to client service and comprehensive offerings warrants further investigation. They emphasize a proactive approach, regularly reviewing and adjusting plans to adapt to changing market conditions and client circumstances.

Important Note: Due to the absence of client reviews, prospective clients are strongly encouraged to conduct thorough due diligence, including independent research and consultations with multiple financial advisors before making any decisions.