Strategic Alliances

Legacy Capital Group California

Legacy Capital Group California has always sought to preserve client capital first.  As a boutique, relationship-based financial planning firm, we provide world-class services to our clients on a very personal and thoughtful level.  Since our inception, we have striven to help change the way financial planning is conducted and to help clients focus on what is really important:  the creation of a working plan.

Whether it’s planning for retirement, funding a child’s college education or forming a strategy for wealth accumulation and preservation; we all invest with specific goals in mind. Financial Planning Consultants, LLC (FPC) teaming with our strategic alliances, will work with you to create, implement, and monitor a personalized dynamic investment strategy.
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Legacy Capital Group California is a registered investment advisor, licensed to conduct business in the state of California. Advisory associates may be
registered representatives of NFP Securities, Inc., registered broker-dealer, registered investment advisor. NFP Securities, Inc., member NASD/SIPC.

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