An independent Perspective
At Legacy Financial Advisors, LLC we understand that each client’s financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it’s saving for your children’s college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.
Our broker dealer, First Allied Securities, Inc., is one of the leading full-service independent brokerage firms in the nation. With more than 950 registered representatives, 300 locations and over $20 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective.