Legacy Group

909 Ese Loop 323 Ste 210
Tyler, TX 75701

903-534-4900

Business Highlights

The focus of our practice is to help you have peace of mind and a more financially secure life. Whether your concerns are retirement planning, investments, or estate planning, we help organize the relevant issues and present you with a simplified list of choices and tradeoffs. We help you focus on strategic decisions rather than the detail.

Services Offered

Estates, Trusts & Gifts, Investment Management, Retirement Planning, Financial Planning, Estate Planning, College Planning

Licenses, Certifications, Accreditations

Chamber Of Commerce Member, BBB Member