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        General Info
        My vision is to provide clients with proactive advice, a higher standard of service and exceptional personal attention. My team and I focus on proactive financial strategies designed to help our clients manage their investments, preserve their life savings, provide them with predictable lifetime income, minimize the burden of taxes and plan for the transition of their legacy to the next generation. Itâ??s the same holistic guidance Iâ??ve been providing for over 20 years.
        BBB Rating
        A+
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        AKA

        Legacy Financial Group Llc

        Other Link

        website

        Categories
        Financial Planning Consultants, Banks, Financial Services, Investment Advisory Service

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        Details

        Phone: (410) 897-9401

        Address: 888 Bestgate Rd Ste 205, Annapolis, MD 21401

        Website: website

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