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Legacy Financial Group Llc

Name: Legacy Financial Group Llc
Address: 888 Bestgate Road Suite 205, Annapolis, MD, 21401, US
Telephone: (410) 897-9401

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Investment Bank in Annapolis

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Today 08:00 AM - 05:00 PM

888 Bestgate Road Suite 205 Annapolis MD, 21401

(410) 897-9401

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General Description

My vision is to provide clients with proactive advice, a higher standard of service and exceptional personal attention. My team and I focus on proactive financial strategies designed to help our clients manage their investments, preserve their life savings, provide them with predictable lifetime income, minimize the burden of taxes and plan for the transition of their legacy to the next generation. It’s the same holistic guidance I’ve been providing for over 20 years.