Legacy Full Circle Financial - Covina, California

Address: 903 N Grand Ave, Covina, CA 91724, United States.
Phone: 6262143013.
Website: legacyfullcircle.com.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.

Location of Legacy Full Circle Financial

Legacy Full Circle Financial is a financial planning firm located at Address: 903 N Grand Ave, Covina, CA 91724, United States. They can be reached at Phone: 6262143013 or through their website legacyfullcircle.com.

At Legacy Full Circle Financial, their specialty is in providing financial planning services. Their team of experts is dedicated to helping clients achieve their financial goals through comprehensive and personalized financial plans. They work closely with clients to understand their unique financial situation, risk tolerance, and goals, and then create a customized plan to help them achieve those objectives.

Their office is equipped with wheelchair-accessible parking, entrance, and toilet facilities, making it easy for clients with mobility challenges to visit. They recommend making an appointment before visiting, which can be done through their website or by phone.

According to Google My Business, Legacy Full Circle Financial has a average opinion of 3.7/5 based on 3 reviews. While the number of reviews is relatively small, it's still a good indicator of the level of service clients can expect from this financial planning firm.

Reviews of Legacy Full Circle Financial

Legacy Full Circle Financial - Covina, California
Persefani Azadi
5/5

FINALLY!!! A trustworthy place that truly lives up to their name. They have a wide variety of financial services that allowed me to help my parents plan full circle all their financial confusion. Thanks to the wonderful and skilled professionals here I finalized my moms and dad's retirement, planned ahead with life insurance and even got them a long-term care package that protects their medical needs when they will need them the most. I feel so relieved about it all that I had to write this review. THANK YOU to everyone at Legacy Full Circle.

Legacy Full Circle Financial - Covina, California
lorrie Haire
1/5

Poor customer contact
Refused to tell me any information on what this pertained to. Wanted personal information and NO SUPERVISOR ever responded. OK you have a RIGHT to know the information or data BEFORE YOU GIVE UP PERONAL INFORMATION.!!!

Legacy Full Circle Financial - Covina, California
C. Ornelas
5/5

They got the job done! It was a breeze , thank you.

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