Legacy Investments & Financial Planning, LLC in Mccomb, Mississippi

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Legacy Investments & Financial Planning, LLC


Main Headquarters:
120 Commerce St
Mccomb, Mississippi, 39648

Phone Number:
(601) 684-0170


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Legacy Investments & Financial Planning, LLC provides services in the field of Financial Planning Consultants & Services. The business is located in Mccomb, Mississippi, United States. Their telephone number is (601) 684-0170.

Go back to: Financial Planning Consultants & Services

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Listing ID: MS-220634

About Us

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.

Hours of Operation:
Monday :8:00 AM - 5:00 PM
Tuesday :8:00 AM - 5:00 PM
Wednesday :8:00 AM - 5:00 PM
Thursday :8:00 AM - 5:00 PM
Friday :8:00 AM - 5:00 PM
Saturday :closed
Sunday :closed
Categories
  • Financial Planning Consultants & Services
Products
  • Estate and Legacy Planning
  • Fee-based Asset Management
  • Disability Insurance
  • Life Insurance
  • Retirement planning (IRA'S/Pensions/401k's/403b's)
Keywords
  • Financial Planning & Investing
  • Retirement Planning
  • Risk Management
  • Investment Strategies
  • Insurance Products
Phones
  • FAX:(601) 684-0540
Emails
  • :jamie@legacyonline.biz

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Helpful Tip for: Financial Planning Consultants & Services

Financial planning consultants and services relating to the same are available in McComb. These consultants are professionals who work with you to determine your financial needs and plans, and help you choose investment and savings schemes to those ends. Services that may be offered include comprehensive financial planning, income & tax planning, cash flow management and risk management. Investment options and retirement plans may be available to enable savings and earnings.



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