Legacy - Rancho Cucamonga, California

Legacy

Legacy is a reputable financial institution located at 10832 Laurel St #203, Rancho Cucamonga, CA 91730, with a phone number of 9099480700 and a website at retirement-income.org. They specialize in providing expert financial advice and services, making them a trusted choice for those seeking to secure their financial future. Legacy's commitment to exceptional customer service is evident in their wheelchair accessible entrance and parking lot, as well as their on-site parking options.

With an impressive average opinion rating of 4.9/5 based on 9 reviews on Google My Business, Legacy has garnered a stellar reputation among its clients. Many who have worked with Legacy have expressed their satisfaction with the personalized attention and knowledgeable guidance provided by their advisors. For instance, one client shared that they were 'so happy that Legacy was recommended to us by our trust attorney,' and that they 'meet every 3-4 months with our advisor who is so awesome and knowledgeable and answers all our concerns.' Another client highly recommended the group, stating, 'So if you’re in the process of looking for a fiduciary advisor, I highly recommend you interview this group. Rami and Tanya will not disappoint.' The front office staff at Legacy has also received praise for their exceptional service.

Features and Services

• Expert financial advice and services
• Personalized attention from knowledgeable advisors
• Wheelchair accessible entrance, parking lot, and on-site parking

Why Choose Legacy

Legacy stands out in the financial services industry due to their commitment to providing exceptional service and personalized attention to each client. Their team of knowledgeable advisors works closely with clients to develop tailored financial strategies that align with their unique goals and needs. With a strong focus on customer satisfaction and a proven track record of success, Legacy is an ideal choice for anyone seeking to secure their financial future.

👍 Reviews of Legacy

Alyson N.

5/5

We are so happy that Legacy was recommended to us by our trust attorney. We highly recommend this group. You will not be disappointed. We meet every 3-4 months with our advisor who is so awesome and knowledgeable and answers
all our concerns.
So if you’re in the process of looking for a fiduciary advisor, I highly recommend you interview this group. Rami and Tanya will not disappoint. Bonus there front office staff
Is amazing as well.

Al E.

5/5

We have been with Legacy for several years. Rami and his team have always had our best interests at heart. Rami has managed our retirement as if we were family. The professionalism and wealth of knowledge made it easy for us to trust Legacy. So much so, that we have referred several family and friends. We are very, very, satisfied clients!

Amanda L.

5/5

Retirement planning is better if you have the help of experienced planners. These people are not pushy, and they seem to know what they are doing. I would recommend them if you have enough in your retirement account to be worth worrying about.

Lupe C. (.

5/5

This excellent advisor for financing & investing for elderly loved ones,was one of
the best positive business associates I met lately,I highly recommend to family &
friends. Thank You for the
hospitality 👍 😀

Gloria R.

5/5

Nice people, very helpful, always. Trust worthy, concern about your future .Definitely know their business and set in forming a long relationship.

Les C.

4/5

Great place to have your Living Trust done. Very Reasonable, I Highly Recommend them !

James R.

5/5

Love the Service and the staff at Legacy. Always feel very special as a customer.

marc H.

5/5

Wade is the best to handle living will trusts I highly recommend this place