Legacy First Financial Group

at 8510 McAlpine Park Dr Suite 201-AA, Charlotte , 28211 United States

1. Estate Planning
2. Insurance Agent
3. Financial Planning
4. Bank/Financial Service

We offer a full service financial planning services including: Social Security Maximization, Wealth Building, Legacy Creation, Tax Free Income Planning.

Description

James “Rick” McClanahan and Jeremy Bryant have a combined 30 years of experience in investment and insurance planning with Legacy First Financial Group LLC in Charlotte, North Carolina. They also donate some of their time to run The American Financial Education Alliance, a national non-profit organization whose mission is to eliminate financial illiteracy and empower Americans to take control of their finances by providing free educational workshops in businesses nationwide. Providing clients with the right solutions requires a broad range of tools and resources. Rick, Jeremy and their team of advisors meet constantly and work closely with each other to create the perfect solution for each client that comes into their office. This ensures that each client receives the best possible solution that fits their specific needs every time. Their shared philosophy is that every client is different and should be treated as such. More importantly, a good advisor must find out exactly what each client needs and then do the homework to find the solution. Too often advisors try to force clients into certain products or canned solutions just to make a sale. This results in an unsatisfied client with a very happy broker. To avoid this situation, they offer this advice: "Never buy anything on the first meeting. Never allow an advisor to pressure you into doing something you simply do not feel comfortable doing or do not completely understand. And never fall victim to the scare tactics that are commonly used. If your needs or concerns have been expressed clearly, and your advisor is any good at all, the solution should be obvious and no pressure will be necessary. Finally, always remember that it is your future you are discussing, not your advisors (Even though at times, it may not seem that way). Make sure the intent and focus is only on helping you achieve your goals and dreams, and as a referee would say before the bell rings - protect yourself at all times!"

Company Rating

49 FB users likes Legacy First Financial Group, set it to 36 position in Likes Rating for Charlotte, North Carolina in Bank/Financial Service category

Summary

Legacy First Financial Group is Charlotte based place and this enity listed in Insurance Agent category. Located at 8510 McAlpine Park Dr Suite 201-AA NC 28211. Contact phone number of Legacy First Financial Group: (704) 845-9030