BBB Accredited Business since
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Planning Legacies Financial Group is a financial planning consultant firm that focuses on personal insurance and financial planning. This company operates in Oak Lawn, IL, and serves Chicago and the surrounding Chicago suburbs including Orland Park, Alsip, Palos Heights, Blue Island, Harvey, Tinley Park, Joliet, Homewood, Flossmoor, Dolton, Calumet City, Mokena, Bolingbrook, La Grange, Cicero, Berwyn, Naperville, Romeoville, Lemont, Frankfort Square, Country Club hills, and Chicago Heights. This financial consultant offers special needs planning, estate planning, trust planning, asset management, life insurance, disability insurance, long term care, mortgage insurance, income planning, 401k planning, annuities, IRAs, mutual funds, wrap accounts, foundation planning, and charitable and planned giving service.
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A BBB Accredited Business since
BBB has determined that Planning Legacies Financial Group meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Planning Legacies Financial Group include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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Additional Complaint Information
It has come to our attention that a fraudulent entity is using the PNL Planning Group name to solicit consumers via email and phone to collect personal information via job applications for fictitious employment opportunities. The BBB encourages consumers to be wary of these activities and contact the company for verification of any correspondence.
Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Illinois Department of Insurance
100 W. Randolph St. Suite 9-301, Chicago IL 60601
Phone Number: (312) 814-2420
Type of Entity
Business ManagementMr. Russell G. Luce, President/Owner
Number of Employees
Financial Planning Consultants Financial Consultants - No License Required Insurance - Long Term Care Annuities Insurance - Disability Investment Advisory Service Mutual Funds Retirement Planning Service Consultant - Planning Estate Planning & Management Financing Consultants Real Estate Consultants Investment Advice (NAICS: 523930)