Legacy Financial Services
A robust financial plan should incorporate tax planning to be complete. We integrate our financial planning and tax management services to provide you with a keen focus on your overall financial picture now and moving forward. Our extensive menu of services includes all the tools you need to create and pursue your financial vision. We work to support that vision, whatever it is, and to illuminate the path forward to your confident financial future.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Wealth Management
- Tax & Accounting
Sentiment Analysis
Jay is absolutely wonderful professional and very knowledgeable they have always called me back and a very timely manner and taking care of all my needs highly recommend this company
Very professional and thorough ...
He is always professional and extremely knowledgeable.
Helped maximize our refund with a business.
I've been going there for many years and will continue to do so..
Work is always top notch and he is never too busy to answer my questions.
We use him for out taxes every year and go to him for ANY financial advice or situation.
Always professional friendly service.
I referred them to many people probably more than a dozen along the year that I have been using their services , everyone became solid customers.
My wife and I had been doing our own taxes for several years but as things got more complex this year I enlisted the help of Legacy Financial Services, and am very glad I did.
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