Legacy Advisor Group

Richmond, Virginia

Call (804) 915-1413 Visit website →

About

Legacy Advisor Group is a wealth management firm in Richmond, Virginia that offers investment management, retirement planning, and estate planning services. The firm manages investment accounts including mutual funds and ETFs, coordinates with clients' tax advisors to address tax efficiency on managed accounts, and helps clients analyze cash flow and develop strategies for major expenses and long-term financial goals. The team includes wealth managers and relationship professionals with background in financial advisory services.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-5PM, Saturday: Closed
SEC registered
No
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