Legacy Retirement Advisors celebrates 16 years
Local agency helps clients achieve their financial goals
–Legacy Retirement Advisors, a retirement planning & investment services organization in the Paso Robles area, celebrates its 16 years of service for the community. The firm specializes in helping individuals and business owners meet their unique retirement needs, through comprehensive planning and investment recommendations. The Financial Advisors at Legacy Retirement Advisors are affiliated with Independent Financial Group, ranked in the top five of independent broker-dealers in the nation, as reported by REP. Magazine, April 2015 issue.
“We are honored to be celebrating our 16th year and look forward to continuing to support pre & post retirees who seeks our help with high standards of service and thoughtful, personalized financial advice,” says Jennifer Langstaff, Registered Principal and co-owner. “Our #1 compliment we receive is the ongoing education we provide. We will continue our successful business model with complimentary initial consultations and portfolio reviews, special educational workshops and client events.”
Jennifer Langstaff originally started the business in September 2000 and was quickly joined by her husband Ryan Langstaff. Legacy Retirement Advisors has grown through the years and today is home to four full time advisors and two support staff.
Legacy Retirement Advisors several associates are dedicated to helping retirees and pre-retirees achieve their financial goals for independence and protection. In addition to a broad range of skills and experience, many of the firm’s associates have earned advanced insurance and professional designations and registered to transact business in the states of AK, CA, FL, HI, ID, MI, NV, TX, UT.
To schedule a complimentary retirement planning initial consultation, call (805) 226-0445. Or to learn more about Legacy Retirement Advisors and how its members can help you with your financial goals, visit their web site at www.LegacyCentralCoast.com.
Legacy Retirement Advisors
565 8th Street, Paso Robles Ca 93446
(805) 226-8999 Fax
Securities and advisory services offered through Independent Financial Group, LLC, a registered broker dealer and investment advisor. Member FINRA and SIPC. Legacy Retirement Advisors and Independent Financial Group, LLC, are not affiliated.