Business Details
About
Financial Planner
Michael is a Certified Fiancial Planner who specializes in planning issues that the retired and nearly retired face. Whether it is deciding how to handle your 401k rollover or preserving assets from longterm care expenses, we can help!
Location
Hours
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- JLJordan LindseyJan 28, 20255.0This team is amazing! Genuine, trustworthy, and truly focused on your best interests. Highly recommend!
- DYDasha YusupovaDec 11, 20245.0Such a genuine group of people! Highly recommend.
Frequently Asked Questions About Legacy Group
What services does Legacy Group provide?
Legacy Group offers specialized financial planning for retired and nearly retired individuals, including handling 401k rollovers and preserving assets from long-term care expenses.
Where is Legacy Group located?
Legacy Group is located at 909 E Southeast Loop 323, One American Center, Corner of Loop 323 & Copeland Rd, 2nd Floor, Tyler, TX 75701.
What are the business hours for Legacy Group?
Legacy Group is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Legacy Group?
You can contact Legacy Group by calling their main phone number at +1 903-534-4900 or using the alternate phone number +1 800-582-5815. You can also email mike@legacy-group.org.
What payment options are accepted at Legacy Group?
Legacy Group accepts cash payments.
When was Legacy Group established?
Legacy Group was established in 1979.
Is Legacy Group affiliated with any social media platforms?
Yes, Legacy Group has a Facebook page which can be visited at https://www.facebook.com/pages/Legacy-Group/143271582385529.
What nearby financial institutions can be useful when visiting Legacy Group?
Nearby financial institutions include New York Life Insurance, Morgan Stanley, American State Bank, and Regional Finance. These can be useful for coordinated financial services or consultations.
Are there any healthcare or support services near Legacy Group?
Yes, nearby healthcare and support services include Insight Therapy of Texas for mental health, Three Oaks Hospice, Christus Homecare, and VitalCaring for home health and personal care.
How can nearby government and legal offices assist me when visiting Legacy Group?
Nearby offices like the Internal Revenue Service, Wilson Robertson & VanDeventer law firm, and the US Drug Enforcement Administration can provide tax, legal, and regulatory assistance related to financial planning or other needs.