BBB Accredited Business since
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Legacy Planning Group is a locally owned and operated full-service, customer oriented, financial services firm. Besides financial planning, we also offer asset management services. Securities are offered through our Broker/Dealer, H Beck.
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A BBB Accredited Business since
BBB has determined that Legacy Planning Group, Inc. 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 Legacy Planning Group, Inc. include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
These agencies may include:
State Office Building Rm # 3110, Salt Lake City UT 84114
Phone Number: (801) 538-3800
Type of Entity
Business ManagementMr. Michael Owen, Branch Manager Mr. Michael L. Child, Vice President Mr. Travis J. Hudak, President Mr. David James, Vice President
Financial Planning Consultants Insurance Agency Insurance - Health Insurance - Life Insurance - Long Term Care Insurance - Senior Products Annuities Insurance - Disability Insurance Consultants Investment Advisory Service Investment Securities Mutual Funds Retirement Planning Service Insurance Services Financial Services Investment Management Real Estate Investors Estate Planning & Management Portfolios Financial Planning Consultants
Products & Services
Legacy Planning Group offers the full array of financial products and services ranging from annuities to separately managed accounts.