Legacy Financial Advisors is a financial advisor firm located in McKinney, Texas, dedicated to providing personalized financial planning and investment guidance. Serving clients in the 75070 area, the firm focuses on helping individuals and families navigate complex financial decisions with tailored strategies. Situated at 8951 Collin McKinney Parkway, Suite 101, the office is designed to be accessible, including wheelchair-friendly entrances, parking, and restrooms, ensuring a comfortable environment for all clients.
The team at Legacy Financial Advisors emphasizes a comprehensive approach to financial management, addressing various aspects such as retirement planning, wealth accumulation, tax strategies, and risk management. By offering clear, straightforward advice, the firm aims to assist clients in setting realistic financial goals and creating actionable plans to achieve them. This approach supports clients in making informed decisions based on their unique circumstances and long-term objectives.
In addition to personalized consultations, Legacy Financial Advisors stays attentive to changing market conditions and regulatory developments to provide up-to-date recommendations. Their focus on client education ensures that individuals are equipped with the knowledge needed to understand their financial options and the potential outcomes of different investment choices. This commitment to transparency and communication helps foster lasting client relationships built on trust.
Legacy Financial Advisors maintains a reputation within the McKinney community for professionalism and responsiveness. Clients can reach the firm by phone at 469-240-6414 to schedule consultations or inquire about services. The firm’s dedication to accessibility and personalized service positions it as a reliable resource for those seeking financial advice in the McKinney area.
