Legacy Financial Services - Fresno, California

Address: 3025 W Shaw Ave Ste. 107, Fresno, CA 93711, United States.
Phone: 5597021271.

Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, Appointments recommended.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Legacy Financial Services

☎️5597021271

⏰ Open Hours of Legacy Financial Services

Monday: 9 am–4 pm
Tuesday: 9 am–4 pm
Wednesday: 9 am–4 pm
Thursday: 9 am–4 pm
Friday: 9 am–4 pm
Saturday: Closed
Sunday: Closed

Legacy Financial Services, located at 3025 W Shaw Ave Ste. 107, Fresno, CA 93711, United States, is a renowned financial consulting firm that has been providing expert advice to clients for many years. The company specializes in offering a wide range of financial services, including investment planning, retirement planning, and wealth management. With a team of highly skilled and experienced financial consultants, Legacy Financial Services is dedicated to helping individuals and businesses achieve their financial goals.

The firm is easily accessible to all clients, as it offers a wheelchair-accessible entrance, parking, and restroom facilities. It is recommended to book an appointment in advance to ensure a personalized experience.

Legacy Financial Services has received an impressive 20 reviews on Google My Business, with an average rating of 4.8 out of 5 stars. This demonstrates the high level of satisfaction among clients and their trust in the company's services. Customers have praised the firm for its exceptional customer service, comprehensive financial planning, and commitment to helping them secure a financially stable future.

To contact Legacy Financial Services, you can reach them by phone at 5597021271. While the company does not have a dedicated website, their physical location makes it easy for clients to visit and discuss their financial needs in person.

👍 Reviews of Legacy Financial Services

Legacy Financial Services - Fresno, California

Kenny R.

1/5

If you own a business or are planning to, definitely go elsewhere

Extremely disappointed with CEO Sabrina Green and her business Legacy Financial Services. Not only did she fail to honor our contract agreement, but she also resorted to extortion tactics. On top of that, we were charged $10,000 for services that were not completed. To make matters worse, the CEO, Sabrina, left us high and dry, failing to complete our taxes as promised ON THE DAY OUR BUSINESS TAXES WERE DUE!! and she used INCORRECT SOCIAL SECURITY NUMBERS, causing further complications. Her mistakes ended up costing us thousands of more dollars to fix because she created us the wrong type of business account. Our contract included financial planning, plan reviews for our business but we never did receive any knowledge or assistance from this lady. She never gives financial advice and wastes your time with unprepared and unprofessional meetings. The level of unprofessionalism displayed by this company is unacceptable and unprofessional. She wouldn’t answer our questions or answer our calls so we had to show up at her office to get answers because our taxes were due and even then she was not easy to work with because she was "too busy". She should not be making contractual agreements with anyone if this is how she is going to be with clients. I Would not recommend her services to anyone. Unfortunately, we referred people to her who are having trouble as well. The list of problems goes on.. Avoid the headache and trouble and do not allow this person to touch your personal information! Go to an actual reputable CPA and/or tax preparer who will not breach contract just because they are having a bad day and who is competent and what they do. We were totally scammed and taken advantage of.

Ashante S.

5/5

This is an amazing company! The owner Sabrina was very patient, hands on and informational! I immediately started to see results on my credit score. Legacy Financial Services always go above and beyond for their clients.

Nicolia S.

5/5

Sabrina is knowledgeable and efficient, and ensures that her clients have a stress-free experience. I saw results quickly, and still practice all of her suggestions to maintain a better credit score and financial management.

Nicole J.

5/5

Sabrina makes everything so easy on our part! I love how thorough she is with the details and her genuine care for helping repair my credit! Definitely recommend!

lateca M. K.

5/5

Sabrina was very helpful. Legacy helped me repair my credit and get on the right track. I recommend anyone and everyone that I know in need of financial help to Legacy Financial Services.

LaTisha H.

5/5

Legacy Finanacial Helped me to get back on track after going through a job loss and divorce. My credit took a huge hit, and now I can say that things are better than ever. Staff is very friendly, responsive and goes above and beyond!

I. H.

5/5

These are good people with your best interest at heart!!!

Veronica K.

5/5

I highly recommend Legacy Financial Services, they were able to get my credit repaired in a decent amount of time. I will definitely be working with them again!