About Legacy Retirement Group
Reviews for Legacy Retirement Group
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 12PM
Saturday: ClosedSunday: Closed
Legacy Retirement Group provides exceptional service with a strong sense of honesty and dedication. The team is friendly, knowledgeable, and professional, offering a personalized and tailored approach. They take the time to listen, answer all questions fully, and explain options to better prepare clients for retirement. Their comprehensive expertise helps navigate complex retirement options, dispel fears, and build confidence. The commitment to clients is evident as they go above and beyond, ensuring the process is seamless and stress-free. They focus on what clients truly need, providing unwavering support and making a significant positive impact on their financial future.
I can't say enough good things about Greg and Taylor at Legacy Retirement Group! From the moment I reached out, their professionalism and dedication were evident. Greg's expertise in financial planning helped me navigate complex retirement options with ease, ensuring I felt confident in my decisions. Taylor’s attention to detail and personalized approach made me feel valued and understood.
What truly sets them apart is their commitment to their clients. They took the time to listen to my concerns and tailored a retirement plan that perfectly suited my needs. Their comprehensive knowledge and willingness to go the extra mile made the entire process seamless and...read full review
I met with Greg Taylor today. First I want to say that he is the same friendly, knowledgeable guy in person as he is on the radio. He answered all of my questions and was forthcoming that I don't need his help yet as I am currently doing all the right things for my stage in life, and the one thing I need to focus on before tax rates change. He was able to dispel my one fear, which is whether my life insurance was sufficient coupled with my other assets, so that my wife would never run out of money if I was no longer around. I also learned that with his approach I only need about a third of the money I thought that I needed in order to retire if I chose to do so today....read full review