Legacy Advisory Group - Birmingham, Alabama

Address: 36 Manning Pl Suite 200, Birmingham, AL 35242, United States.
Phone: 2059915017.
Website: legacyal.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Gender-neutral toilets, Toilet, Appointments recommended.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Legacy Advisory Group

Legacy Advisory Group 36 Manning Pl Suite 200, Birmingham, AL 35242, United States

☎️2059915017

⏰ Open Hours of Legacy Advisory Group

Monday: 8:30 am–5 pm
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 8:30 am–5 pm
Friday: 8:30 am–5 pm
Saturday: Closed
Sunday: Closed

Legacy Advisory Group

Legacy Advisory Group is a reputable financial planning firm located in Birmingham, Alabama, United States. With a strong focus on providing personalized financial advice, this company has been serving clients for many years. Their team of experienced financial planners and consultants work closely with clients to develop tailored strategies that cater to their unique financial needs and goals.

The firm's specialties include financial planning and consulting, helping clients navigate through various financial challenges and opportunities. Legacy Advisory Group is committed to delivering high-quality services with integrity and transparency, fostering long-term relationships with their clientele.

Address: 36 Manning Pl Suite 200, Birmingham, AL 35242, United States.

Phone: 2059915017.

Website: legacyal.com.

Specialties: Financial planner, Financial consultant.

Other points of interest: Wheelchair-accessible car park, Gender-neutral toilets, Toilet, Appointments recommended.

Opinions: This company has 19 reviews on Google My Business.

Average opinion: 5/5.

Customers who have worked with Legacy Advisory Group have expressed high levels of satisfaction with the services provided. Many have praised the team's professionalism, expertise, and personalized approach to financial planning. Jeremy, a key member of the team, is often mentioned for his exceptional knowledge, thoroughness, and patience in working with clients to create tailored financial plans that align with their family's needs and goals. Clients feel confident in their decisions and highly recommend the firm to their friends and family.

👍 Reviews of Legacy Advisory Group

Legacy Advisory Group - Birmingham, Alabama

Angela P.

5/5

It was a pleasure meeting Jeremy and Keri. Jeremy is a true professional who is extremely knowledgeable, thorough, and very patient. He listened to our concerns and together, we created a plan that’s best for our family. I feel confident in our decision to work with him and I would highly recommend Jeremy to my friends and family.

Sarah G.

5/5

Jeremy took the time to thoroughly explain the different things that were available for my husband and I financially. He took the time needed to get us the best plans for our future. He is genuine and honest and will tell you what’s worth it and what’s not and why. He answered all of my questions. I recommend him to anyone and everyone if you want to make a plan for your future that has the best outcome, he’s the person to go to!

Joel B. S.

5/5

Jeremy and his crew go the extra mile. They went out of their way to help me pin down a better future. Jeremy is genuine and honest. He doesn't mind explaining products to you in order to help you make the best decision. I would recommend him to my fellow educators.

Angela F.

5/5

Jeremy took plenty of time to clearly explain what was available to my family and me financially. He answered many questions and was patient and courteous. I strongly recommend if you want to make a plan for your future, contact him.

brandon J.

5/5

Jeremy has been a trusted advisor for many years now. He has helped my family invest our money for the future. We are now saving for retirement and have college account for our children. We highly recommend calling and talking to Katy or Karen to schedule an appointment so they can help you as well!

Natalie G.

5/5

Jeremy assisted me with consolidating insurances and showing me all of the upgrades within one or two
insurances that is beneficial for my family which provided more benefits for us.

He is very knowledgeable, patient, and friendly.

Jacqueline W.

5/5

Jeremy is the best person to have in your corner! He is very professional, an awesome resource, and goes above and beyond for both his clients and his community.

Kristy S.

5/5

Jeremy and Karen are awesome!! Easy, efficient and they are very knowledgeable of their products!! Both are very personable and made me feel like family while handling all my question and investment needs from day one!!