Legacy Capital Planners

Jan 2024

Prior to retiring from the Federal Government with 35 years of service, I was unsure how to navigate the world of investing outside of the government's TSP program. I talked to multiple financial advisors and selected Legacy Capital after attending a Profeds Retirement Seminar in April of 2022. I am still very pleased with that decision and have never looked back. They're a team of qualified professionals who don't overwhelm you with technical jargon or trendy terminology. The advisors, Todd, Mike, and Patrick, all have a very customer focused and sincere way of addressing questions and providing guidance. The company sponsors client events and publishes quarterly newsletters...read full review

Nov 2022

Been with the company since 2013. I was very uncomfortable to try and increase my investments by myself. The staff has been very reassuring, listened to my needs and what I wanted to achieve. It has been an extremely positive work relation. So far, we have reached my 3 major life change points and are where I needed to be. I never could have done on my own especially with the markets fluctuations during this time.Call and talk to them and see how you feel after that.