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Legacy Group PlanningFinancial advisor in Lima, OH

Legacy Group Planning is a financial advisor at 315 N Elizabeth St, Lima, OH 45801, rated 5.0 from 1 Google review.

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 Group Planning
Address315 N Elizabeth St, Lima, OH 45801Get directions
Phone(888) 665-7229
Websitelegacygroupplanning.info
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Based in Lima, OHView on map

Questions about Legacy Group Planning

What do Google reviews say about Legacy Group Planning?

Legacy Group Planning has a rating of 5.0 from 1 Google review. 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 Group Planning?

Call Legacy Group Planning on (888) 665-7229. The business is at 315 N Elizabeth St, Lima, OH 45801. 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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