Legacy Financial Group

Legacy Financial Group

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SerdenID : PRO-20251103-13652

About Company

Legacy Financial Group is an Albuquerque, New Mexico–based financial advisory firm dedicated to helping clients “Live Your Dash” by aligning wealth with purpose and fulfillment. The company provides comprehensive planning and advisory services designed to invest wisely, protect assets, and support meaningful life goals through a values-driven process that begins with a Legacy Interview and Legacy Review to clarify what matters most to each client. Affiliated with LPL Financial for securities and advisory services, we combine integrity, reliability, commitment, and empathy to build tailored financial roadmaps that guide clients through changing market conditions and life stages.

Service Category

Financial Planner

Area Served

Albuquerque

Contact Info

Address

9400 Holly Ave NE Building 4, Albuquerque, NM 87122

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