Overview

Quiet Legacy Planning Group

Information by Research TrustFinance

https://www.quietlegacy.com/

Quiet Legacy Planning Group is a California-based independent, fee-only financial planning and investment management firm. As a registered fiduciary, the company is legally and ethically bound to act in its clients' best interests. Its mission is to help clients achieve their financial goals through personalized and comprehensive strategies covering retirement planning, investment management, estate planning, risk management, and tax planning. The firm emphasizes building long-term relationships and providing objective advice without the conflicts of interest associated with commission-based compensation.

Founded in
Canada

Canada


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service