Legacy Partners Group, Inc. is an independent financial services and wealth management firm located in San Ramon, California. The company focuses on providing comprehensive financial planning, investment management, and retirement planning for individuals, families, and business owners. They emphasize a team-based, client-centric approach to help clients build, manage, and preserve their wealth. The firm's financial professionals offer securities and investment advisory services through their affiliation with Woodbury Financial Services, Inc., a registered broker-dealer.

Founded in

United States