Legacy Finance - Clovis, California

Legacy Finance, located at 516 5th St #201, Clovis, CA 93612, United States, is a reputable financial planning company. They specialize in providing comprehensive financial planning services, helping clients secure their financial well-being with expert guidance and advice. Their specialties include financial planning, investment management, and retirement planning.

The company is wheelchair accessible, offering convenient features such as a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended for clients, ensuring personalized attention and support. Legacy Finance has received 9 reviews on Google My Business, boasting an impressive average rating of 5/5. Clients praise the expertise of Brad Warner, the financial expert at Legacy Finance, for his comprehensive analysis and unwavering commitment to their financial success.

For more information or to schedule an appointment, visit their website at imalegacy.com or contact them directly at 559-297-8080.

👍 Reviews of Legacy Finance

Valerie R.

5/5

Brad Warner, the financial expert at Legacy Finance, is the ideal choice for securing your financial well-being. His comprehensive analysis has made a significant impact, and I'm incredibly thankful for his expertise and unwavering commitment to my financial success. With Brad, you've got a trusted partner in ensuring your financial stability and prosperity.

Stacia J.

5/5

I would recommend Legacy Finance to anyone that is looking to learn more about and prepare for their retirement. The president, Bradley, is a wealth of knowledge holding such designations as a CFA and CFP. The team there is diligent about working with their clients and making sure they are creating a plan that is tailored to each client. Legacy Finance is trustworthy and down to earth. They are by far a great firm to work with in regard to finances. I would give them a call ASAP if you are looking for more information about financial planning, investments, or insurance.

Chuck M.

5/5

This Investment Consulting Firm is well established in providing individuals with their portfolio for retirement and long term goals. They pride themselves in tailoring each client for success without all the worries. Contact them today for a personal interview.
Chuck Miller
Broker/Owner
Chuck Miller Real Estate, Inc.

Tim J.

5/5

Bradley and his professional staff are experts with my financial planning. I've been his client for over 6 years and he continues to keep my money safely growing.

Dien H.

5/5

Great company to work with on your financial needs. Brad is very knowledgable and provides solid advice on what you need.

Renae P.

5/5

Brad and Stacia are very efficient with the information given and express the information clearly. They are happy to answer any questions I may have.

Helena W.

5/5

With their impressive designations, such as the CFA held by their president, they offer a level of expertise and knowledge that is hard to find elsewhere.

Robert H.

5/5

Highly recommend. Great integrity. Knowledgeable and efficient.