Where serving your best interest is our only interest
At Legacy Financial Advisors, our mission is to help you achieve your financial goals and secure your financial future, despite the obstacles that may come your way. As a fee-only financial planning and investment advisory firm, we provide customized, competent, and conflict-free financial advice to our clients.
Our Story
Founded in 2004, Legacy Financial Advisors has been dedicated to serving the financial planning needs of individuals and families. Our team, led by Principal Barbara Camaglia, has a wealth of experience in finance, with over two decades of expertise in financial planning, investment management, and financial analysis. Our team is committed to providing unbiased and personalized financial guidance to help you achieve your financial goals and create a secure financial future.
Services We Offer
At Legacy Financial Advisors, we offer a range of financial services designed to help you manage your wealth wisely. Our services include:
Retirement Planning: We help you plan for a secure retirement by creating customized financial plans that take into account your unique financial goals and circumstances.
Portfolio Construction: Our team of experts will help you build a diversified portfolio that aligns with your financial goals and risk tolerance.
Income Streams from Your Assets: We help you create multiple income streams from your assets to ensure a steady income in retirement.
Retirement Plan Distributions: We guide you through the complexities of retirement plan distributions to ensure you make the most of your hard-earned savings.
College Planning: We help you plan for your children's education expenses and create a plan to save for their future.
Estate Planning: Our team will help you create a comprehensive estate plan that ensures your assets are distributed according to your wishes.
Insurance Analysis: We review and analyze your insurance coverage to ensure you have the right coverage to protect your assets and financial security.
Cash Flow Planning: We help you create a plan to manage your cash flow and ensure you have a steady income stream in retirement.
Annual Portfolio Rebalancing: Our team will regularly review and rebalance your portfolio to ensure it remains aligned with your financial goals and risk tolerance.
Money Management: We provide ongoing financial planning and management services to ensure you stay on track to achieving your financial goals.
Expertise You Can Trust
As a fee-only financial planning and investment advisory firm, we are committed to providing high-quality, unbiased financial guidance to our clients. Our expertise is based on decades of experience in finance, and our team holds various certifications, including CPA, CFP, and Certified Mutual Fund Specialist.
Get Started
At Legacy Financial Advisors, we understand that everyone's financial journey is unique. That's why we take the time to understand your financial goals, risk tolerance, and aspirations. Our team will work closely with you to create a personalized financial plan that aligns with your goals and helps you achieve financial security. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Poor Experience with Life Insurance Agent
Customers have expressed their disappointment and frustration with Caleb, a life insurance agent. They have reported that he failed to provide necessary paperwork to confirm the information he shared about the life insurance company. Specifically, Sandra DeVault experienced this issue, which led to her being unhappy with the agent's performance. Additionally, she was not pleased with the final cost, which is another area of discontent among customers.
Lack of Transparency and High Cost
The reviews suggest that Caleb has a lack of transparency in his dealings with customers. He failed to provide important paperwork, which created uncertainty and mistrust. Moreover, the final cost of the insurance policy was also a major concern for Sandra DeVault and potentially other customers. This lack of transparency and high cost have contributed to a poor overall experience for customers.
Consequences and Recommendations
As a result of Caleb's subpar service, some customers may have been left feeling uneasy or even misled. To avoid this, it is essential for potential customers to conduct thorough research and verify the claims made by insurance agents. Additionally, customers should request paperwork and documentation to confirm the information shared by the agent.
Be the first to review Legacy Financial Advisors.
Write a Review
