Legacy - Rancho Cucamonga, California

Address: 10832 Laurel St #203, Rancho Cucamonga, CA 91730, United States.
Phone: 9099480700.
Website: retirement-income.org
Specialties: Financial institution.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, On-site parking.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Legacy

Legacy 10832 Laurel St #203, Rancho Cucamonga, CA 91730, United States

⏰ Open Hours of Legacy

  • Monday: 8 am–5 pm
  • Tuesday: 8 am–5 pm
  • Wednesday: 8 am–5 pm
  • Thursday: 8 am–5 pm
  • Friday: 8 am–1 pm
  • Saturday: Closed
  • Sunday: Closed

Introducing Legacy - Your Trustworthy Financial Institution

Located at Address: 10832 Laurel St #203, Rancho Cucamonga, CA 91730, United States, Legacy is a renowned financial institution dedicated to providing top-notch financial services. You can reach them at Phone: 9099480700 or visit their website at Website: retirement-income.org.

Specialties and Expertise

Legacy specializes in financial services, offering expert guidance and customized solutions to help you manage and grow your wealth. Their team of knowledgeable professionals is committed to providing personalized attention and exceptional service to each client.

Accessibility and Convenience

Legacy understands the importance of accessibility and convenience. They offer wheelchair-accessible parking and entrance, making it easy for everyone to visit their office. Additionally, they provide on-site parking for visitors, ensuring a hassle-free experience.

Client Testimonials and Reputation

With a stellar reputation and numerous positive reviews, Legacy has proven to be a reliable and trusted choice for financial services. As one satisfied client shared, "We are so happy that Legacy was recommended to us by our trust attorney. We highly recommend this group. You will not be disappointed."

Their dedicated team of advisors consistently goes above and beyond to address clients' concerns and answer their questions. As another client mentioned, "We meet every 3-4 months with our advisor who is so awesome and knowledgeable and answers all our concerns."

The exceptional front office staff at Legacy further enhances the client experience, making it even more rewarding to work with this esteemed financial institution.

Average Opinion and Reviews

Legacy boasts an impressive average opinion of 4.9/5, based on 9 reviews on Google My Business. This remarkable rating reflects their commitment to client satisfaction and the high-quality financial services they provide.

Recommendation

If you're searching for a dependable and knowledgeable financial institution, look no further than Legacy. Their exceptional team, personalized approach, and commitment to client satisfaction make them an excellent choice for your financial needs.

Visit their website at Website: retirement-income.org and explore the range of services they offer. Don't hesitate to contact them at Phone: 9099480700 to schedule a consultation and discover how Legacy can help you achieve your financial goals.

👍 Reviews of Legacy

Legacy - Rancho Cucamonga, California
Alyson Nelson
5/5

We are so happy that Legacy was recommended to us by our trust attorney. We highly recommend this group. You will not be disappointed. We meet every 3-4 months with our advisor who is so awesome and knowledgeable and answers
all our concerns.
So if you’re in the process of looking for a fiduciary advisor, I highly recommend you interview this group. Rami and Tanya will not disappoint. Bonus there front office staff
Is amazing as well.

Legacy - Rancho Cucamonga, California
Al Estrada
5/5

We have been with Legacy for several years. Rami and his team have always had our best interests at heart. Rami has managed our retirement as if we were family. The professionalism and wealth of knowledge made it easy for us to trust Legacy. So much so, that we have referred several family and friends. We are very, very, satisfied clients!

Legacy - Rancho Cucamonga, California
Amanda Litwak
5/5

Retirement planning is better if you have the help of experienced planners. These people are not pushy, and they seem to know what they are doing. I would recommend them if you have enough in your retirement account to be worth worrying about.

Legacy - Rancho Cucamonga, California
Lupe Calderon (LC)
5/5

This excellent advisor for financing & investing for elderly loved ones,was one of
the best positive business associates I met lately,I highly recommend to family &
friends. Thank You for the
hospitality 👍 😀

Legacy - Rancho Cucamonga, California
Gloria Rodriguez
5/5

Nice people, very helpful, always. Trust worthy, concern about your future .Definitely know their business and set in forming a long relationship.

Legacy - Rancho Cucamonga, California
Les Cook
4/5

Great place to have your Living Trust done. Very Reasonable, I Highly Recommend them !

Legacy - Rancho Cucamonga, California
James Rogers
5/5

Love the Service and the staff at Legacy. Always feel very special as a customer.

Legacy - Rancho Cucamonga, California
marc hornbake
5/5

Wade is the best to handle living will trusts I highly recommend this place

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