Founded in 1995 and based in Plano, Texas, Legacy Consulting Group is an independent financial advisory firm. The company's mission is to provide clients with objective, personalized financial guidance to help them achieve their long-term financial goals. Their services encompass a wide range of financial needs, including wealth management, investment management, retirement planning, estate planning, and specialized planning for business owners. They operate as a fiduciary, emphasizing a client-first approach to financial strategy and wealth preservation.

Founded in

United States