Your Financial Legacy - Gainesville, Florida

Your Financial Legacy: A Trusted Name in Financial Planning

Location: 2114 NW 40th Terrace Suite D-1, Gainesville, FL 32605

Phone: 7801919

Website: yourfinanciallegacy.com

Specialties: Financial planner, Financial advisor, Financial consultant, Investment company, Investment service

Other points of interest: Identifies as Latino-owned, Identifies as women-owned, Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended, Free parking lot.

Opinions: This company has 9 reviews on Google My Business. With an average opinion of 5/5, clients appreciate the personalized attention and guidance provided by the team at Your Financial Legacy.

Expertise and Services

At Your Financial Legacy, the team of experienced financial planners, advisors, and consultants are dedicated to helping individuals and families achieve their financial goals. With a focus on personalized attention, the company offers a wide range of services, including financial planning, investment advice, and retirement planning. The team works closely with clients to develop tailored strategies that cater to their unique needs and circumstances.

Testimonials

The company's commitment to excellence is evident in the glowing reviews from satisfied customers. One client shared, "I've had the privilege of having Tryssa help me with my finances for over 10 years now. I went through a divorce and was in a bad financial situation, and she was so patient with me and gave me so much hope that I could rebuild my financial life." This testimony, along with many others, highlights the company's ability to provide hope and guidance during challenging times.

Accessibility and Convenience

Your Financial Legacy understands the importance of accessibility and convenience for their clients. They offer online appointments, onsite services, and language assistance to ensure that everyone can access their expert financial advice. The company is also committed to providing a welcoming environment for all, with wheelchair accessible entrance, parking lot, and restrooms.

Why Choose Your Financial Legacy

With their expertise, personalized approach, and commitment to accessibility, Your Financial Legacy stands out as a top choice for anyone seeking professional financial planning services. The company's average rating of 5/5 on Google My Business speaks to their dedication to client satisfaction and success.

Get Started Today

Take the first step towards securing your financial future by contacting Your Financial Legacy. Visit their website at yourfinanciallegacy.com or call (352) 780-1919 to schedule an appointment and begin your journey towards financial freedom.

👍 Reviews of Your Financial Legacy

N.Maria B.

5/5

I’ve had the privilege of having Tryssa help me with my finances for over 10 years now. I went through a divorce and was in a bad financial situation and she was so patient with me and gave me so much hope that I could rebuild my financial life. Fast forward to now, 10 years later, I’ve accomplished more than I ever thought was possible! The entire team’s guidance along the way has been such a blessing! I love all of them!

Tracey B.

5/5

Tryssa is amazing! She is calm and has a wonderful way of making things easy to understand. She is very knowledgeable and has helped and continues to help my small business get through growing pains. She helped me set up a 401k for my employees and even helped them understand their options. She held my hand through the entire process. As a busy physician she helped me and continues to help me stay on schedule with my business deadlines. I can not thank her enough. I highly recommend using Tryssa and Your Financial Legacy.

Kristy F. M.

5/5

Tryssa is wonderful to work with! She's a true professional, keeping her clients' needs at the forefront of all decisions. She's a wonderful choice to help you with financial planning, whether personally or for your business.

Steve K.

5/5

Tryssa and her team are amazing to talk with and help me learn about my finances. She was so helpful and informative that she got my son to start saving for his future

Justin S.

5/5

Your Financial Legacy is the best! The entire team are professional, kind, and extremely easy to work with. They truly feel like family after working with them. I would highly recommend the YFL team for any of your financial needs!

Amber M.

5/5

Tryssa is such a joy to work with, I cannot say enough positive words about her and her work ethic. I invested my retirement plan with her at Your Financial Legacy approximately two years ago. Tryssa walked me through the process, clearly explaining every step and educating me on my options. She has continued to check in with me regularly which is something my prior two investment firms NEVER did (one was a national bank who never followed up with me, the other was an investment firm who only called once per year to meet minimum requirements). I love that Tryssa cares about my financial future and that her business is built on investing responsibly. You can't go wrong working with Your Financial Legacy!

Alyson C.

5/5

Our experience working with Your Financial Legacy as our client was absolutely a dream. Their entire team came prepared and remained involved during the entire process. They respond quickly and kindly to emails and phone calls. We love working with them! 10/10 recommend.

Chris F.

5/5

I'm an insurance agent and I work very closely with Tryssa. She is a fantastic professional and I absolutely trust her with my clients. She's extremely generous with her time and I would not hesitate to recommend her.