Legacy Consulting Group

Feb 2026

I met with Legacy Consulting Group about 6 weeks ago and it was honestly one of the best financial decisions I've made. I'd been putting off retirement planning for years because it seemed overwhelming, but their team made the whole process straightforward.
They took time to understand my goals and current situation without any pressure or sales pitch. What I appreciated most was how they explained everything in terms I could actually understand - no confusing jargon or pushing products I didn't need. We set up a solid plan that works with my budget, and they've been available to answer my questions since our initial meeting. I actually feel like I have a clear path...read full review

Dec 2025

This company is outstanding in all regards. My husband and I can say this with honesty because they have been our advisors for over 35 years. Very wholistic approach with not only financial and estate planning, but investment advising and life counseling. They have also helped a nephew and a niece get started. Our retirement has been a financial blessing because of them. We cannot say enough good things about both Roger Shake and Steve Wachs.