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Legacy Financial GroupFinancial advisor in Agoura Hills, CA

Legacy Financial Group is a financial advisor at 28720 Roadside Dr Ste 315, Agoura Hills, CA 91301, ranked #6 of 351 financial advisors in Agoura Hills and rated 5.0 from 79 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Agoura Hills, CAUpdated 0 paid placements in any rankingHow we rank

Call (818) 993-3311Website ↗

Key facts

Key facts about Legacy Financial Group
Address28720 Roadside Dr Ste 315, Agoura Hills, CA 91301Get directions
Phone(818) 993-3311
Websiteplanmember.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 79 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Agoura Hills and 11 towns within 25 miles: Agoura, Oak Park, Thousand Oaks, Calabasas, West Hills, Malibu, Woodland Hills, Simi Valley, Canoga Park, Chatsworth and Moorpark.

Based in Agoura Hills, CAView on map

Opening hours

Opening hours for Legacy Financial Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Legacy Financial Group

How is Legacy Financial Group ranked in Agoura Hills?

Legacy Financial Group is ranked #6 of 351 financial advisors in Agoura Hills by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Legacy Financial Group’s hours?

Legacy Financial Group is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Legacy Financial Group serve?

Serves Agoura Hills and 11 towns within 25 miles: Agoura, Oak Park, Thousand Oaks, Calabasas, West Hills, Malibu, Woodland Hills, Simi Valley, Canoga Park, Chatsworth and Moorpark. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Legacy Financial Group?

Legacy Financial Group has a rating of 5.0 from 79 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Legacy Financial Group?

Call Legacy Financial Group on (818) 993-3311. The business is at 28720 Roadside Dr Ste 315, Agoura Hills, CA 91301. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Legacy Financial Group compared with nearby businesses
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