Legacy Financial Group & Associates is a boutique financial services firm based in Clay, New York, specializing in personalized financial planning and wealth management solutions. With an emphasis on building long-term client relationships, the firm aims to provide tailored strategies that align with individual goals, whether for retirement, education funding, or investment management. As a representative of Principal Financial Group, the firm offers access to a wide range of financial products and services backed by a recognized national network.

The team at Legacy Financial Group & Associates combines in-depth industry knowledge with a client-centered approach, ensuring that each financial plan reflects the client’s unique needs and life stage. They are committed to serving individuals, families, and small businesses in Central New York and beyond. The firm takes pride in its transparent communication, community involvement, and educational outreach to help clients make confident financial decisions.

Their affiliation with Principal enhances their offerings while maintaining the personalized attention of an independent practice. Whether clients are just starting out or preparing to preserve their legacy, Legacy Financial Group & Associates offers trusted guidance every step of the way.

Website: http://www.legacyfinancialgroupandassociates.com/

Key Services:

– Comprehensive Financial Planning
– Retirement Planning Strategies
– Investment Advisory Services
– Insurance Solutions (Life, Disability, Long-Term Care)
– Education Funding Strategies
– Business Succession and Owner Planning
– Wealth Accumulation and Risk Management
– Estate and Legacy Planning