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Legacy Financial ServicesFinancial advisor in Elk Grove, CA

Legacy Financial Services is a financial advisor at Elk Grove, CA 95624.

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.

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Key facts

Key facts about Legacy Financial Services
AddressElk Grove, CA 95624Get directions
Phone(916) 714-8765

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Elk Grove and 11 towns within 25 miles: Laguna, Vineyard, Florin, Parkway, Rosemont, La Riviera, Galt, Rancho Cordova, Arden-Arcade, Sacramento and Carmichael.

Based in Elk Grove, CAView on map

Questions about Legacy Financial Services

What areas does Legacy Financial Services serve?

Serves Elk Grove and 11 towns within 25 miles: Laguna, Vineyard, Florin, Parkway, Rosemont, La Riviera, Galt, Rancho Cordova, Arden-Arcade, Sacramento and Carmichael. 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.

How do I contact Legacy Financial Services?

Call Legacy Financial Services on (916) 714-8765. The business is at Elk Grove, CA 95624. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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