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family legacy, inc.

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United States

Founded in

1995 (30 Years)

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Get to know family legacy, inc.

Family Legacy, Inc. is an independent financial advisory firm that offers a suite of services focused on multi-generational wealth management. Their core mission is to help families build, preserve, and transfer wealth through personalized financial planning, investment management, retirement planning, and estate planning strategies. The firm operates as a registered investment adviser and utilizes the brokerage services of Raymond James Financial Services, Inc. for securities transactions, while maintaining its independence.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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