Business Details
About
Finance Company
OUR GOAL IS TO HELP PEOPLE RETIRE.
At our firm, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
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- CHCourtney HarshbergerOct 29, 20195.0I want to retire one day but I don’t want to look at the numbers because it makes me nervous. So thankful I have Bill, Calvin and Hunter to do it for me! Thanks guys.
- APArden PetersSep 4, 20185.0If you are interested in planning for your future, please call Bill at the Clements Group. He will tailor a plan for you, no matter where you are in your life or your income. He really cares about seeing his clients meet their goals and is honest and treats his clients with integrity.
- JMJ.Leigh MestasSep 5, 20175.0Decade of experience and taking care of our futures! Thanks!
- KGKatherine Sumrall GriegoJan 27, 20175.0The Clements Group does a fantastic job advising and navigating their clients through investments and preparing for retirement. They are professional and prompt in communication as well as extremely knowledgable in their industry. I needed to get in a SEP IRA contribution fast due to an approaching deadline and they were very swift in getting my account set up and funded appropriately. What I like the most regarding their approach is that they truly take the time to make sure your investment strategy makes sense to you.
Frequently Asked Questions About Legacy Financial Advisors
What services does Legacy Financial Advisors provide?
Legacy Financial Advisors offers personalized, goal-based financial strategies and fiduciary advisory services for individuals, families, and small businesses.
Where is Legacy Financial Advisors located?
Legacy Financial Advisors is located at 484 Turner Drive, Building E Suite 204, Durango, CO 81301, USA.
What are the business hours of Legacy Financial Advisors?
Legacy Financial Advisors is open daily from 8:00 AM to 5:00 PM, including weekends.
How can I contact Legacy Financial Advisors?
You can contact Legacy Financial Advisors by phone at +1 970-247-3794 or via email at customerservice@mylegacyfa.com.
Does Legacy Financial Advisors have an online presence?
Yes, you can visit their website at https://mylegacyfa.com/ or follow them on Facebook and Instagram under the handle 'Legacy Financial Advisors' and 'legacyfinancialadvisors81' respectively.
What is the mission of Legacy Financial Advisors?
Their mission is to understand your needs, wants, and long-term goals to help develop, implement, and monitor personalized financial strategies, focusing solely on client satisfaction.
Can I schedule an appointment with Legacy Financial Advisors online?
Yes, appointments can be scheduled through their website at https://mylegacyfa.com/.
What nearby healthcare facility can I visit when meeting with Legacy Financial Advisors?
CommonSpirit Primary Care Horse Gulch, a healthcare provider specializing in internal medicine, is located near Legacy Financial Advisors and can be a convenient stop for your medical needs.
Are there any cafes near Legacy Financial Advisors where I can relax before or after my appointment?
Yes, Rocky Mountain Roastery, a local coffee shop and cafe, is nearby where you can enjoy a coffee break.
What dining options are available near Legacy Financial Advisors?
Near Legacy Financial Advisors, you can find Rang Tang Craft Barbecue and The Lift At Cascade, both offering delicious restaurant options to enjoy before or after your visit.