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      Legacy Financial Group & Associates Inc

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      Financial Planning Consultants, Accounting Services, Financial Planners

      4500 S Lakeshore Dr, Tempe, AZ 85282

      480-967-8497

      OPEN NOW: 
      Today: 9:00 am - 5:00 pm
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      DETAILS
      General Info
      Welcome to Legacy Financial Group where we specialize in investment management, retirement planning, retirement income planning, inheritance, estate planning, 401k and IRA rollovers located in sunny Phoenix, Arizona. At Legacy Financial Group we do not represent a group of investment products, we represent you. You can rely on our advice to be in your best interest. We look for ways to save you money today and make your money work harder for you now and into the future. Our planning and investment management process is based on a number of factors. Our unique retirement income forecasting plays an essential role in determining your current asset allocation model. Most financial and retirement plans will change several times over your working years due to marriage, career change, divorce, children, health, death etc. I will help you create a great plan that can adapt to change.
      Extra Phones

      Phone: 480-839-9559

      Phone: 480-921-7706

      Phone: 480-967-4930

      Fax: 480-967-4930

      TollFree: 877-277-7706

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives, Wills, Trusts & Estate Planning Attorneys
      Payment Options
      AKA

      Polley Financial Group

      Polley Financial Group Llc

      Master Financial Group

      Legacy Financial Group Inc

      Other Links

      https://www.polleyfinancial.com

      http://legendgroup.com

      http://legacyfinancialgroup.org

      Other Email

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