Business Hours
M-F 8am-5pm, Sa-Su Closed
Legacy Finance
Listed In: Financial Planning Consultants
Legacy Finance is a second-generation financial planning and wealth management firm located in Old Town Clovis, CA. With a President who holds the prestigious CFA designation, we have a distinctive edge in our industry. Our strong values drive us to fulfill our fiduciary duty by offering… Legacy Finance is a second-generation financial planning and wealth management firm located in Old Town Clovis, CA. With a President who holds the prestigious CFA designation, we have a distinctive edge in our industry. Our strong values drive us to fulfill our fiduciary duty by offering high-caliber services, ensuring transparency to all our clients. Our ultimate mission is to empower you to build a lasting legacy that will be remembered for generations to come. Read more
Legacy Finance
516 5th St #201, Clovis, CA
516 5th St #201, Clovis, CA