Legacy Planning
financial in Tallahassee
Keywords
Tallahassee financial advisors
Description
Legacy Planning is a trusted financial planning firm dedicated to helping individuals, families, and businesses build and protect their financial future. We provide personalized strategies for wealth management, retirement planning, estate planning, and investment guidance. Our expert advisors work closely with clients to create tailored solutions that align with their goals and ensure long-term financial security. Whether you're planning for retirement, managing assets, or securing your legacy, Legacy Planning offers the expertise and dedication you need. Let us help you achieve financial confidence—contact us today for a consultation!
Owner Name
Robin Vernon and David Grulich
Business Address
2618 Centennial Pl
Tallahassee, FL 32308
Business Email
Business Phone
850-972-9692
Year Found
2024
Number of Employee 6
Operating Hours
Mon-Thurs: 8:30-4:30
Fri: 8:30-1:00