Your goals are our objectives
At Legacy Advisory Group, we believe that financial planning should be a collaborative process between you, the client, and our team of experienced financial professionals. We understand that every individual's financial situation is unique, and that's why we take the time to get to know you and your goals. Our team of experts is committed to providing customized, comprehensive, and conscientious financial solutions to help you achieve your dreams.
Our Approach
At Legacy Advisory Group, we apply a systematic process to each of the four cornerstones of retirement planning: Social Security Optimization, Structured Income Planning, Investment Selection, and LEGACY Planning. This means that we take a comprehensive approach to understanding your financial situation and goals, and then develop a tailored plan to help you achieve them.
Our Services
At Legacy Advisory Group, we offer a range of services designed to help you achieve your financial goals. These include:
Comprehensive Financial Planning: We take the time to understand your financial situation and goals, and then develop a customized plan to help you achieve them.
Employee Benefits: We provide tailored employee benefits and financial planning services to businesses, non-profits, and individuals.
Customized Financial Solutions: Our financial planners work with clients to create custom financial plans that address their individual goals and needs.
Tools and Calculators: We offer a range of tools and calculators to help you make informed decisions about your financial future.
Meet Our Team
At Legacy Advisory Group, we believe that teamwork adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals is dedicated to helping you achieve your financial goals.
Our Founder
Jeremy W. Young is the founder of Legacy Advisory Group. With over 15 years of experience as a financial advisor, Jeremy brings a depth of knowledge and integrity to his work. He is dedicated to providing high-quality advice and guidance to his clients.
Contact Us
If you're ready to take control of your financial future, we invite you to contact us. Our team of financial professionals is here to help you achieve your goals.
Excellent Service and Expertise
Reviews of Legacy Advisory Group in Birmingham, Alabama consistently praise the exceptional service and expertise provided by Jeremy and his team. Clients appreciate Jeremy's ability to thoroughly explain financial options, take the time to understand their needs, and offer personalized guidance. He is described as genuine, honest, and knowledgeable in his field, making him a trusted advisor for his clients.
Jeremy's team, including Karen and Katy, are also commended for their efficiency, personability, and dedication to client satisfaction. They are said to make clients feel valued and look out for their best interests.
Exceptional Customer Service
Reviewers highlight Jeremy's willingness to go above and beyond to help clients achieve their financial goals. He is praised for being a great listener, patient, and friendly, making the financial planning process seamless and stress-free. Clients appreciate his ability to break down complex financial information into easy-to-understand terms, ensuring they make informed decisions.
Professional and Knowledgeable
Jeremy's expertise and professionalism are consistently praised throughout the reviews. He is described as an "awesome resource" and "the best person to have in your corner." Clients appreciate his extensive knowledge of financial products and his ability to help them navigate the complex world of finance.
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