Legacy Financial Group

Legacy Financial Group, based in Urbandale, IA, prioritizes relationships and financial wellness over mere account balances, emphasizing a client-first approach in their financial strategies. With a diverse team boasting over 100 years of combined experience, they offer comprehensive, independent services tailored to meet individual needs in areas such as investments, retirement, estate planning, and taxes.

As a Registered Investment Advisor, Legacy Financial Group operates under fiduciary standards, ensuring that clients' interests take precedence in every decision. Their commitment to continual professional development and personalized attention positions them uniquely in delivering effective financial advice and support.

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