Legaci Financial Services - Leesburg, Florida

Introduction to Legaci Financial Services

Legaci Financial Services is a highly esteemed financial services company located at 1450 E N Blvd #7, Leesburg, FL 34748, United States. They offer a wide range of specialized services including financial advice, bookkeeping, payroll, and tax preparation. The company is renowned for its personalized approach, focusing on building strong and lasting relationships with each client.

Specialties and Services Offered

At Legaci Financial Services, the team of experienced professionals takes pride in delivering exceptional services that cater to individual needs. Their specialties include:

• Financial Advisor: Providing expert guidance to help clients make informed decisions about their financial future.
• Bookkeeping service: Offering efficient and accurate bookkeeping solutions to maintain proper financial records.
• Payroll service: Streamlining payroll processes to ensure timely and accurate payment to employees.
• Tax preparation service: Assisting clients in filing taxes accurately and maximizing deductions to minimize tax burdens.

Points of Interest

In addition to their specialized services, Legaci Financial Services is committed to providing a welcoming and accessible environment for all clients. The company is proud to be Black-owned and women-owned. They also offer:

• Online appointments: Flexible scheduling options to accommodate clients' busy lifestyles.
• On-site services: Personalized attention and assistance at their conveniently located office.
• Language assistance: Professional translators available to ensure clear communication.
• Wheelchair-accessible facilities: Easy access and accommodations for clients with disabilities.

Testimonials and Reviews

With an impressive 9 reviews on Google My Business, Legaci Financial Services consistently receives high praise for their exceptional service and dedication to client success. Clients appreciate the team's down-to-earth approach and their unparalleled support in achieving financial stability. The average rating for the company is a remarkable 5/5.

"Amazing experience Latona looks out for you like family and truly cares about your success. She has been an unparalleled source of support throughout my entire journey" - A satisfied client

Contact Information and Recommendation

If you're seeking a reliable and personalized financial services provider, look no further than Legaci Financial Services. You can reach them by phone at 3526638520 or visit their website at legacifinancialservices.com. Appointments are recommended to ensure personalized attention and the best possible service experience.

Don't hesitate to contact Legaci Financial Services today and take the first step towards achieving your financial goals. Their knowledgeable and dedicated team is ready to assist you in creating a stable and prosperous future.

👍 Reviews of Legaci Financial Services

Khalil R.

5/5

The most effective, and "down to earth" well rounded tax preparation. I was recommended by a friend to try the service for 2 years straight. It's been 5 years since initially joining the Legaci Financial family and I have no reason to choose different moving forward. They have help set my life up to be financial stable, from my taxes to my monthly budgeting and investments.

Katie D.

5/5

Amazing experience! Latona looks out for you like family and truly cares about your success. She has been an unparalleled source of support throughout my entire journey! Highly recommend!

Kai E.

5/5

Very knowledgeable and you won’t be disappointed with anything you need from Legaci Financial. It’s like a one stop shop from getting your taxes done, credit repair and even book keeping! I’m very thankful for using them for the last 2 years.

Maurice

5/5

Latona is a great person to work with very knowledgeable professional and proficient at get results and information I would recommend her to anybody in her line work you want results and someone to take action get with her

Kahlee S.

5/5

Latona is incredibly experienced and takes the time to educate her clients on best practices. Her level of care and attention to detail is unmatched!

Delana G.

5/5

I highly recommend Legaci Financial Services. They’re professional very knowledgeable and get things done in a timely manner.

Xquisite B.

5/5

Awesome Service.Number reason was she return my call within the same day and explain the information to me.Very professional and I will be returning

QEF E. C.

5/5

The absolute best financial service l could have asked for. I was helped majorly and in addition, I learned so much.