Our Firm

 

Here at AMG Legacy planning we answer to one person, you. We don’t have company products or directives. We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make well constructed decisions to help reach them by our providing  financial information.

 Our advisors have the freedom to focus solely on the financial goals of our clients. Our professional success is measured only by our client success.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial-services companies, so if we don’t have a product or service, we know a group that does.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck