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The Legacy Group, LTD

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Financial Planner in Salem

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1193 Liberty St SE Ste 100 Salem OR, 97302

(503) 581-6020


General Description

The Legacy Group, Ltd. offers a variety of financial consulting services. Based on a financial plan prepared just for you, our full-service, Fee-Only financial planning process offers individualized service and professional advice.Through a confidential advisory relationship, we will help you chart a course that seeks to achieve your long-term goals and financial objectives. Based on your needs and desires, your financial plan may include these and other highly specialized financial servicesRetirement Planning401 k Rollover StrategiesPension Survivor DecisionsAdvanced Estate PlanningFamily Business PlanningWealth Enhancement StrategiesPortfolio Allocation DesignIncome Tax Reduction StrategiesCharitable Planning Strategies

Location & Map


The Legacy Group, LTD
1193 Liberty St SE Ste 100
Salem, OR 97302
(503) 581-6020
Driving Directions

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