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Legacy Wealth Management Group, Inc
1971 English Tavern Road, Lynchburg, Virginia, United States
About the Legacy Wealth Management Group, Inc
Legacy Wealth Management Group, Inc. is a federally Registered Investment Advisory firm located at 1971 English Tavern Road in Lynchburg, Virginia, United States. Our team is dedicated to helping families with their financial needs and providing genuine client service as the core of every relationship. We believe in traditional service models with face-to-face interactions to truly understand our clients' lives.
Situated on a 15-acre campus with a 14,000 square foot facility in the beautiful Blue Ridge mountains, we can accommodate up to 500 clients and their families at our various events. Through seminars, educational forums, special events, and holiday parties, we aim to have more interactions with our clients to better serve them.
At Legacy Wealth Management Group, we understand the frustration many have with the lack of concern in the corporate world of finance. We believe in building relationships beyond just numbers on a statement. If you are seeking a meaningful and understanding relationship for your financial life, we may be the right fit for you. Let our team at Legacy Wealth Management Group, Inc. help you find significance in your financial journey again.
For more information, you can visit our website or check our CRD# 322235. We do not make any representations or warranties for information prepared by unaffiliated third parties, but provide it for convenience purposes.
Photos of Legacy Wealth Management Group, Inc
1971 English Tavern Rd, Lynchburg, VA 24501, United States
Opening hours of Legacy Wealth Management Group, Inc
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Legacy Wealth Management Group, Inc
"Excellent customer service! Client minded and more than willing to sit down and explain the process and best steps for your personal finances. We are new to investments but are continually blown away by the down to earth interaction and loving kindness they all extend to their clientel."
"Would highly recommend this group for your financial needs. Client focused and highly intentional."
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