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Legacy Planning Advisors, LLC.Financial advisor in Suwanee, GA

Legacy Planning Advisors, LLC. is a financial advisor at 5400 Laurel Springs Pkwy Ste 101, Suwanee, GA 30024, ranked #45 of 136 investment advisors in Suwanee and rated 5.0 from 6 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.

Suwanee, GAUpdated 0 paid placements in any rankingHow we rank

Call (770) 919-2075Website ↗

Key facts

Key facts about Legacy Planning Advisors, LLC.
Address5400 Laurel Springs Pkwy Ste 101, Suwanee, GA 30024Get directions
Phone(770) 919-2075
Websitelegacyplanningadvisors.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial Plannersadditional Google category
  • Investment Advisorsadditional Google category

Service area

Serves Suwanee and 11 towns within 25 miles: Johns Creek, Duluth, Sugar Hill, Alpharetta, Peachtree Corners, Milton, Buford, Norcross, Roswell, Lawrenceville and Lilburn.

Based in Suwanee, GAView on map

Opening hours

Opening hours for Legacy Planning Advisors, LLC.
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Legacy Planning Advisors, LLC.

How is Legacy Planning Advisors, LLC. ranked in Suwanee?

Legacy Planning Advisors, LLC. is ranked #45 of 136 investment advisors in Suwanee by RFA Score, with 58 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 Planning Advisors, LLC.’s hours?

Legacy Planning Advisors, LLC. is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 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 Planning Advisors, LLC. serve?

Serves Suwanee and 11 towns within 25 miles: Johns Creek, Duluth, Sugar Hill, Alpharetta, Peachtree Corners, Milton, Buford, Norcross, Roswell, Lawrenceville and Lilburn. 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 Planning Advisors, LLC.?

Legacy Planning Advisors, LLC. has a rating of 5.0 from 6 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 Planning Advisors, LLC.?

Call Legacy Planning Advisors, LLC. on (770) 919-2075. The business is at 5400 Laurel Springs Pkwy Ste 101, Suwanee, GA 30024. 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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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Legacy Planning Advisors, LLC. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Legacy Planning Advisors, LLC. (this business)—585.0 (6)NoNo
Black Oak Asset Management#43584.6 (5)NoNo6.4 mi
Element Wealth Advisors#44585.0 (49)NoNo15.8 mi
Creative Planning#46574.9 (65)NoNo19.7 mi

See all 136 ranked investment advisors in Suwanee