Overview

family legacy, inc.

Information by Research TrustFinance

https://familylegacyinc.com/

Family Legacy, Inc. is an independent financial advisory firm that offers a suite of services focused on multi-generational wealth management. Their core mission is to help families build, preserve, and transfer wealth through personalized financial planning, investment management, retirement planning, and estate planning strategies. The firm operates as a registered investment adviser and utilizes the brokerage services of Raymond James Financial Services, Inc. for securities transactions, while maintaining its independence.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service