The Legacy Group, LTD.
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Financial Planning Consultants, Business Coaches & Consultants, Estate Planning, Probate, & Living Trusts
1193 Liberty St SE Ste 100, Salem, OR 97302
503-581-6020
CLOSED NOW:
Today: 8:30 am - 5:00 pm
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- General Info
- 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 services:Retirement Planning401 (k) Rollover StrategiesPension Survivor DecisionsAdvanced Estate PlanningFamily Business PlanningWealth Enhancement StrategiesPortfolio Allocation DesignIncome Tax Reduction StrategiesCharitable Planning Strategies
- Hours
- Regular Hours
Mon - Thu: Fri: Sat - Sun Closed - Social Links
- Categories
- Financial Planning Consultants, Business Coaches & Consultants, Estate Planning, Probate, & Living Trusts, Retirement Planning Services, Taxes-Consultants & Representatives
- Payment Options
- Neighborhood
- South Central
- Other Link
- Other Information
Wheelchair Accessible: Yes
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