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The Legacy Retirement GroupFinancial advisor in Ponte Vedra Beach, FL

The Legacy Retirement Group is a financial advisor at 360 Town Plaza Ave Suite 340, Ponte Vedra Beach, FL 32081, ranked #5 of 163 financial advisors in Ponte Vedra Beach and rated 5.0 from 29 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.

Ponte Vedra Beach, FLUpdated 0 paid placements in any rankingHow we rank

Call (904) 670-0711Website ↗

Key facts

Key facts about The Legacy Retirement Group
Address360 Town Plaza Ave Suite 340, Ponte Vedra Beach, FL 32081Get directions
Phone(904) 670-0711
Websitethelegacyretirementgroup.com
HoursMonday: 8 AM – 5 PM; Tuesday to Thursday: 9 AM – 6 PM; Friday: 8:30 AM – 3 PM
Google rating5.0 from 29 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Ponte Vedra Beach and 10 towns within 25 miles: Palm Valley, St. Johns, Jacksonville Beach, Fruit Cove, Atlantic Beach, Saint Augustine, Fleming Island, Bellair-Meadowbrook Terrace, Jacksonville and Lakeside.

Based in Ponte Vedra Beach, FLView on map

Opening hours

Opening hours for The Legacy Retirement Group
DayHours
Monday8 AM – 5 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday8:30 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about The Legacy Retirement Group

How is The Legacy Retirement Group ranked in Ponte Vedra Beach?

The Legacy Retirement Group is ranked #5 of 163 financial advisors in Ponte Vedra Beach by RFA Score, with 70 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 The Legacy Retirement Group’s hours?

The Legacy Retirement Group is open Monday to Friday. Its listed hours are Monday, 8 AM – 5 PM; Tuesday to Thursday, 9 AM – 6 PM; Friday, 8:30 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does The Legacy Retirement Group serve?

Serves Ponte Vedra Beach and 10 towns within 25 miles: Palm Valley, St. Johns, Jacksonville Beach, Fruit Cove, Atlantic Beach, Saint Augustine, Fleming Island, Bellair-Meadowbrook Terrace, Jacksonville and Lakeside. 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 The Legacy Retirement Group?

The Legacy Retirement Group has a rating of 5.0 from 29 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 The Legacy Retirement Group?

Call The Legacy Retirement Group on (904) 670-0711. The business is at 360 Town Plaza Ave Suite 340, Ponte Vedra Beach, FL 32081. 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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Compare nearby financial advisors

The Legacy Retirement Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
The Legacy Retirement Group (this business)—705.0 (29)NoNo
RadiFi Credit Union - Park Street Branch#3724.7 (1,100)YesNo21.1 mi
Wheeler Wealth#4715.0 (31)NoNo6.3 mi
RadiFi Credit Union - Atlantic Beach#6704.5 (175)YesNo14.8 mi

See all 163 ranked financial advisors in Ponte Vedra Beach