The Legacy Group - UBS Financial Services Inc. - Franklin, Tennessee

The Legacy Group - UBS Financial Services Inc.

For individuals and families seeking comprehensive and personalized financial guidance, The Legacy Group – UBS Financial Services Inc. presents a distinguished option. Located at 6100 Tower Cir Suite 100, Franklin, TN 37067, United States, this firm offers a suite of financial consulting and financial planning services designed to help clients achieve their long-term objectives. Their commitment to building enduring relationships and a deep understanding of each client’s unique circumstances sets them apart.

About The Legacy Group

The Legacy Group operates as a division within UBS Financial Services Inc., a globally recognized leader in wealth management. This affiliation provides The Legacy Group with access to a vast network of resources, research, and expertise, enabling them to deliver sophisticated solutions to a diverse clientele. They specialize in helping clients navigate complex financial decisions, including retirement planning, investment management, estate planning, and philanthropic giving. The firm’s core philosophy centers around proactive planning and ongoing support, ensuring that clients’ financial strategies remain aligned with their evolving needs and goals.

Services Offered

The Legacy Group’s service offerings are tailored to meet the specific requirements of each client. Key areas of focus include:

• Investment Management: Creating and managing diversified investment portfolios that align with client risk tolerance and financial objectives.
• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, encompassing savings, investment, and income planning.
• Estate Planning: Assisting clients in structuring their assets and affairs to minimize taxes and ensure a smooth transfer of wealth to future generations.
• Financial Planning: Providing holistic financial advice encompassing budgeting, cash flow management, insurance planning, and goal setting.
• Philanthropic Planning: Helping clients integrate charitable giving into their overall financial strategy.

Location and Accessibility

The Legacy Group’s office is strategically located at 6100 Tower Cir Suite 100, Franklin, TN 37067. They prioritize client convenience and accessibility, offering several amenities to enhance the client experience. The office boasts a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility challenges can easily access the facility. Furthermore, a wheelchair-accessible toilet is available on-site, demonstrating a commitment to inclusivity. Appointments are highly recommended to ensure dedicated time and attention for each client. Clients can easily reach the team by calling 6157214942. Their website, advisors.ubs.com, provides further information about the firm and its services.

Client Feedback and Reputation

Currently, The Legacy Group – UBS Financial Services Inc. has 0 reviews on Google My Business, indicating a limited public record of client feedback. However, the average opinion is 0/5, which suggests a need for increased client testimonials and online engagement. Despite this, the firm’s reputation within the industry is generally positive, based on its affiliation with UBS and its commitment to providing high-quality wealth management services. They consistently strive to build trust and establish long-term relationships with their clients.

Key Contact Information

The Legacy Group – UBS Financial Services Inc. is dedicated to providing personalized financial advice and building enduring partnerships with its clients. Their focus on accessibility and a comprehensive range of services makes them a valuable resource for individuals and families seeking to secure their financial future. Considering the limited online reviews, proactively seeking client testimonials and engaging with the community would further enhance their visibility and reputation. The firm’s commitment to client service remains a cornerstone of their business model.