New Legacy Financial Group offers holistic, fee-only financial planning for private clients, as well as retirement plan consulting for businesses.
New Legacy Financial Group offers true, professional financial advice to its clients. Having spent most of my career managing multi-billion dollar investment portfolios for Fortune 500 companies, my mission is to now provide that institutional-quality service to my wealth management and retirement plan consulting clients. When you work with New Legacy Financial Group, you can expect: Professional Advice, Straight Talk, Access, Value for Your Money. To learn more about "life-in...
- Location TypeNA
- Opening Date2009
- Annual Revenue Estimateunknown
- SIC Code show
- Employees1
- Contactsshow
- President Jason Burkholder
- Phone 330-988-1060
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