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Last updated: Over a year ago
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Financial Planning
About Legacy Investments & Financial Planning, LLC
Legacy Investments and Financial Planning, LLC is a full service financial planning firm dedicated to simplifying the increasing complex financial needs of families in Southwest Mississippi. We belie Go to full description...
Contact information
601-684-0540
M-F 8am-5pm, Sa-Su Closed
Additional business details
Email address:
jamie@legacyonline.biz
Legacy Investments and Financial Planning, LLC is a full service financial planning firm dedicated to simplifying the increasing complex financial needs of families in Southwest Mississippi. We believe families in this area should have all the services available in larger cities.
We do this through extraordinary attention to detail, timely advice, communication and outstanding service levels. We are not your typical financial advisor. We do not wait for opportunities to arise for our clients, we create opportunities.
Our clients engage our firm for financial planning, investment management, insurance analysis, and retirement plans for their business. We operate on a fee or commission basis.