Legacy Advisory Group
36 Manning Place, Birmingham, AL 35242
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
36 Manning Pl Suite 200, Birmingham, AL 35242, United States
About the Business
Legacy Advisory Group, located at 36 Manning Place in Birmingham, Alabama, is a finance institution dedicated to providing customized financial planning services to individuals, businesses, and non-profits. Our team of experienced financial professionals utilizes innovative industry tools and processes to create comprehensive financial plans tailored to meet the specific needs of each client.
At Legacy Advisory Group, we focus on the four cornerstones of retirement planning: Social Security Optimization, Structured Income Planning, Investment Advisory, and LEGACY Planning. Our team upholds the highest ethical standards and is committed to delivering personalized and strategic financial solutions to help clients protect their past success and plan for a brighter future.
As a fiduciary, our core value is doing what is best for our clients. We have been creating custom financial plans for clients in Alabama for over a decade, working with individuals from all walks of life to help them achieve their financial goals. Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Whether you are a business owner, educator, employee, or simply someone looking to secure your financial future, Legacy Advisory Group is here to provide valuable knowledge and enduring strategic alignment. Contact us today to learn more about how we can help you plan for a successful financial future.
Reviews
"It was a pleasure meeting Jeremy and Keri. Jeremy is a true professional who is extremely knowledgeable, thorough, and very patient. He listened to our concerns and together, we created a plan that’s best for our family. I feel confident in our decision to work with him and I would highly recommend Jeremy to my friends and family."
"Jeremy took the time to thoroughly explain the different things that were available for my husband and I financially. He took the time needed to get us the best plans for our future. He is genuine and honest and will tell you what’s worth it and what’s not and why. He answered all of my questions. I recommend him to anyone and everyone if you want to make a plan for your future that has the best outcome, he’s the person to go to!"
"Jeremy took plenty of time to clearly explain what was available to my family and me financially. He answered many questions and was patient and courteous. I strongly recommend if you want to make a plan for your future, contact him."
"Jeremy and his crew go the extra mile. They went out of their way to help me pin down a better future. Jeremy is genuine and honest. He doesn't mind explaining products to you in order to help you make the best decision. I would recommend him to my fellow educators."
"Jeremy has been a trusted advisor for many years now. He has helped my family invest our money for the future. We are now saving for retirement and have college account for our children. We highly recommend calling and talking to Katy or Karen to schedule an appointment so they can help you as well!"
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