The Legacy Retirement Group - Ponte Vedra Beach, Florida

The Legacy Retirement Group: A Comprehensive Guide

Location: The Legacy Retirement Group is situated in a prime location at 360 Town Plaza Ave Ste 340, Ponte Vedra Beach, FL 32081. This easily accessible spot ensures that clients can conveniently visit the office for face-to-face meetings or consultations.

Contact Information: For those who prefer to reach out via phone or visit their website, the following details are provided:
Phone: 9046700711
Website: thelegacyretirementgroup.com

Specialties and Services

The Legacy Retirement Group specializes in financial planning, with a particular focus on helping clients navigate various life transitions and plan for their future. Their expertise in this area has earned them a stellar reputation among their clients.

Additional Information and Points of Interest

• Online appointments: For the convenience of clients, The Legacy Retirement Group offers the option to schedule appointments online.
• Onsite services: The company provides services directly from their office location, ensuring that clients receive personalized attention and guidance.
• Wheelchair accessible entrance, parking lot, and restroom: The Legacy Retirement Group demonstrates its commitment to accessibility by offering facilities that accommodate individuals with mobility challenges.
• Wheelchair accessible seating: In addition to the accessible entrance and restroom facilities, the office also provides wheelchair accessible seating for clients who may require it.
• Appointment required and appointments recommended: To ensure a personalized experience, it is recommended to schedule an appointment prior to visiting The Legacy Retirement Group.

Opinions and Reviews

The Legacy Retirement Group has garnered a strong reputation among its clients, with 18 reviews on Google My Business. The average opinion is 5/5, highlighting the company's commitment to providing exceptional service and expertise.

"I have worked with Chris for almost 20 years, and he has guided me through several major life transitions. He is always patient, kind, and ready to listen, advise, and most importantly, EDUCATE me about the important financial decisions that I face during each phase of life. I started working with Chris when my children were young, and I was planning for the future, and I am currently working with him as I am considering starting a new career path that will help prepare me for retirement. Chris is knowledgeable and trustworthy and always goes above and beyond"

Testimonials like these showcase the dedication and expertise of The Legacy Retirement Group, making them a top choice for individuals seeking financial planning assistance.

Final Recommendation

If you are in search of a reliable and knowledgeable financial planning service, look no further than The Legacy Retirement Group. With their convenient location, accessible facilities, and exceptional service, they are truly a cut above the rest. Don't hesitate to contact them today and take the first step towards securing your financial future.

👍 Reviews of The Legacy Retirement Group

Missy M.

5/5

I have worked with Chris for almost 20 years, and he has guided me through several major life transitions. He is always patient, kind and ready to listen, advise, and most importantly, EDUCATE me about the important financial decisions that I face during each phase of life. I started working with Chris when my children were young, and I was planning for the future and I am currently working with him as I am considering starting a new career path that will help prepare me for retirement. Chris is knowledgeable and trustworthy and always goes above and beyond!

JIM R.

5/5

Chris Morrison of The Legacy Retirement Group assisted us in our retirement investment strategy. Not only did he thoroughly review our current financial position, he wanted to know what we expected in the future. We were very impressed how he could explain complicated issues using simple language that we could easily understand. He provided us with the best tools that you are comfortable with to create your financial plan for not only our current status but for our future. We would highly recommend Chris for anyone that is looking for assistance in the management of retirement assets to reach your goals.

Carolyn K.

5/5

I've been working with Chris Morrison for about 20 years. And he always has my back. As a small business owner, I need someone who's looking out for my investments and retirement. Chris is the best in the business and I've watched him achieve his own success over the years. He's always been a straight shooter and a professional. Over the years he's become a friend and I would recommend him and his company to anyone looking for someone to trust, which is hard to come by these days.

Nancy S.

5/5

I have been with Chris for 4 years and he has been great at communication and making sure that I am involved and aware of all of my retirement options. He has adapted very well to market conditions and I know that I can always reach out to him with any questions or concerns I may have. I look forward to many more years with Chris!

Mark G.

5/5

My wife and I have been working with Chris since 2011. We started with life insurance and went from there. Chris has always been honest and truthful managing our investments. He is always "up to date" on current investment options and advises us on the best way to grow our money for a secure future.

Larry D.

5/5

We first met Chris at a public seminar. We were pleased by his straightforward attitude and made an appointment for a meeting. Again, we were impressed by his knowledge and sincerity. This was over three years ago. We've been happy and satisfied customers ever since. It has been his display of integrity and Godly attitude that brought me to write this review and to recommend Legacy Retirement Group to my family, friends and anyone reading this.

Laura L.

5/5

I met Chris at a seminar I was attending. He was very knowledgeable, professional and I loved the information he was presenting. He was not discussing investing, he was discussing retirement planning, estate planning, taxes. When I meet with financial advisers the discussion is normally about how much do you have to invest and what is your comfort level in investing. When I met with Chris one on one after the seminar we did not even discuss how much money I had to invest the first couple of meetings we talked about my goals, my retirement planning. Chris was genuine and caring about my future in my retirement years. He has been a great retirement planner but also a great friend. I ran into some tough times and Chris was there for me. I can’t say enough how he has helped me and is Always there. I find great comfort in his ability to guide me through my retirement years. I highly recommend him as a retirement planner. Thank you Chris for all your advice, knowledge and most importantly being my retirement planner.

Connie L.

5/5

We have been working with Chris and his team for over 15 years. We started with Chris before retirement and now we work with Chris after retirement. His knowledge of the financial system is awesome.
We recommend The Legacy Retirement Group to all our friends.
Thanks, Connie and Bill Lackey