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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

      HoursCLOSED NOW
      Regular Hours:
      Mon - Thu
      Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 503-581-6020

      Address:
      1193 Liberty St SE Ste 100 Salem, OR 97302
      Email:

      Link:

      http://www.thelegacygroup.com

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      Categories
      Retirement Planning Services, Business Coaches & Consultants, Estate Planning Attorneys, Estate Planning, Probate, & Living Trusts, Financial Planning Consultants, Taxes-Consultants & Representatives
      Payment Options
      debit, mastercard, amex, cash, discover, visa
      Other Information

      Wheelchair Accessible: Yes

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