Legacy Investments & Financial Planning

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General Info

Legacy Investments and Financial Planning, LLC is a full service financial planning firm dedicated to simplifying the increasing complex financial needs of families in Southwest Mississippi. We believe families in this area should have all the services available in larger cities. We do this through extraordinary attention to detail, timely advice, communication and outstanding service levels. We are not your typical financial advisor. We do not wait for opportunities to arise for our clients, we create opportunities. Our clients engage our firm for financial planning, investment management, insurance analysis, and retirement plans for their business. We operate on a fee or commission basis.

Email

Email Business

Extra Phones

Fax: (601) 684-0540

Services/Products

Disability Insurance Estate and Legacy Planning Fee-based Asset Management Life Insurance Retirement planning (IRA'S/Pensions/401k's/403b's)

AKA

Legacy Investments & Financial Planning, LLC

Other Link

website

Categories

Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Securities

Reviews

Details

Phone: (601) 684-0170

Address: 120 Commerce St, Mccomb, MS 39648

Website: website