Legacy Financial

Services Offered

• Retirement planning
• Investment management
• College savings
• Estate strategy

About

Legacy Financial is a full-service investment firm located in Woodburn, Oregon, dedicated to providing comprehensive financial planning and investment guidance. With over thirty years of experience, they specialize in retirement planning, college savings, and estate strategy, aiming to simplify the financial preparation process for their clients. The firm focuses on creating a caring and sincere environment to address the unique challenges individuals face at different life stages. Legacy Financial serves a diverse clientele, helping them achieve their financial goals through personalized service.

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