Legacy Financial Group - Williamsburg, Virginia

Legacy Financial Group: A Trusted Financial Advisory in Williamsburg, VA

Legacy Financial Group, located at 411 Scotland St, Williamsburg, VA 23185, is a highly regarded financial advisory firm that has been serving clients in the Williamsburg area for many years. With a strong commitment to providing personalized financial planning and investment solutions, Legacy Financial Group has earned a stellar reputation among its clients.

About Legacy Financial Group

Specializing in financial planning and consulting, Legacy Financial Group offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial strategy, the experienced team at Legacy Financial Group is dedicated to providing expert guidance and support every step of the way.

Accessibility and Services

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom available on-site
• Appointments recommended for personalized service

In addition to their commitment to accessibility, Legacy Financial Group offers a variety of specialized services to cater to the unique needs of each client. Their team of financial planners and consultants work closely with clients to develop tailored strategies that align with their financial goals and risk tolerance.

Client Testimonials and Reviews

Legacy Financial Group has garnered a strong reputation among its clients, with a 5/5 average rating based on 7 reviews on Google My Business. Many clients praise the firm for its exceptional service, expertise, and the personalized attention they receive from the team.

One satisfied client, Scott Mowry, has been working with Legacy Financial Group since 2015. He appreciates the firm's financial acumen, as well as their ability to make the right moves at the right time to protect and grow his funds. Scott highly recommends Scott to anyone looking for a reliable and knowledgeable financial advisor.

Contact Information

For more information about Legacy Financial Group or to schedule an appointment, please visit their website at legacyfingroup.com or call them at 572209730.

👍 Reviews of Legacy Financial Group

Dick B.

5/5

Scott Mowry has been my financial advisor since 2015. He initially managed my company's 401K. After retiring and moving back to South Carolina, I transferred my funds to a personal account with Legacy and kept Scott as my financial advisor because of his financial acumen - his knowledge of the markets and his ability to make the right moves at the right time. I highly recommend Scott to anyone who is looking for a financial advisor who will protect and grow your funds!

Ever W. F. N.

5/5

Scott , Iris and the entire team are incredibly amazing to work with! They have helped me numerous times with financial investments. Everyone is very knowledgeable and cares about each client! I highly recommend their services! ~Heather S

Nathan H.

5/5

Scott Mowry took the time to teach me about investing even though I wasn’t a client. Those tips have helped me in my investing journey. I recommend Legacy to anyone planning on excelling their financial portfolio.

Jordan M.

5/5

Cannot stress how great Legacy takes care of their clients. Family friendly atmosphere, compassionate, and goes beyond for their co-workers and clients. Would recommend to anyone in the Williamsburg area.

Casey W.

5/5

Scott and the team at Legacy Financial Group are wonderful. They take their time to understand the needs of their clients and provide excellent service.

Sally E.

5/5

Couldn't recommend enough! The personalized service and excellent customer relations (thanks Shelby!) are outstanding. I appreciate the care and attention to detail in my portfolio as well. Iris, George, and Scott are the best in the business!

Dan B.

5/5

Iris and her team have been incredibly helpful, responsive and insightful. I highly recommend them to anyone looking for professional financial services and advice.