The Legacy Group, LTD
1193 Liberty St SE Ste 100, Salem, OR 97302
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
More Business Info
- BBB Rating
- Hours
- Regular Hours
Mon - Thu: Fri: Sat - Sun Closed - Payment method
- debit, mastercard, amex, cash, discover, visa
- Other Link
- Categories
- Financial Planning Consultants, Business Coaches & Consultants, Estate Planning Attorneys, Taxes-Consultants & Representatives
- Other Information
Wheelchair Accessible: Yes