Legacy Investment Consultants - Indian Harbour Beach, Florida

Introduction to Legacy Investment Consultants

Legacy Investment Consultants, located at 2060 Jimmy Buffett Mem Hwy Suite 301, Indian Harbour Beach, FL 32937, is a renowned financial consulting firm that has been providing exceptional services to its clients for years. Their dedicated team of professionals, led by the esteemed Marcel Pope, offers a range of specialized financial services, making them an ideal choice for anyone seeking expert guidance in wealth management and investment planning.

With a phone number of 17231040 and a user-friendly website, Legacy Investment Consultants is accessible and responsive to its clients' needs. Their specialties include financial consulting, financial planning, and professional services, which cater to a broad range of clients with diverse financial goals.

Specialties and Services

• Financial Consultant: Legacy Investment Consultants provides personalized financial consulting services to help clients achieve their long-term financial goals, whether it be retirement planning or wealth accumulation.
• Financial Planner: Their expert financial planners work closely with clients to create comprehensive financial plans that address their unique needs and objectives.
• Professional Services: The firm offers a range of professional services, including investment management, tax planning, and estate planning, ensuring that clients receive a holistic approach to financial management.

Accessibility and Other Points of Interest

Legacy Investment Consultants is committed to ensuring that all clients have equal access to their services. They offer a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restrooms, making their office convenient and accommodating for everyone. It is recommended to schedule an appointment in advance to ensure personalized attention and optimal service.

Client Reviews and Testimonials

With a stellar average opinion rating of 5/5, Legacy Investment Consultants has earned a prestigious reputation within the financial consulting industry. Two notable reviews on Google My Business highlight the exceptional expertise and personalized care provided by Marcel Pope and his team. One client shares their success story of retiring at 60 due to the expert guidance of Marcel Pope, while another praises the firm's exceptional financial services and unwavering support.

These testimonials speak volumes about the quality of services Legacy Investment Consultants offers, and their dedication to helping clients achieve their financial goals.

Final Recommendation

If you are seeking a reliable and knowledgeable financial consulting firm to guide you through your investment and wealth management journey, look no further than Legacy Investment Consultants. Their combination of expertise, personalized service, and commitment to accessibility sets them apart from the competition.

We highly recommend reaching out to Legacy Investment Consultants by visiting their website or calling them at 17231040 to schedule your appointment and take the first step towards securing your financial future.

👍 Reviews of Legacy Investment Consultants

Ellen M.

5/5

I can't say enough good things about Marcel Pope at Legacy. His expertise with my investments these past 15 years has allowed me to retire at 60. Wisdom, insight, thinking out of the box... knowing their clients and then caring for them. No better person.

Don M.

5/5

The best financial services and support you could ask for.