BBB Accredited Business Profile

Planning Legacies Financial Group

Planning Legacies Financial Group

(708) 499-0700

Planning Legacies Financial Group

9 years in business
9233 Sproat Ave
Oak Lawn, IL 60453-1727
Fax Numbers
  • (708) 499-8085
Additional Email Addresses
  • rluce@forestersfp.com
  • rluce@forestersequity.com
BBB File Opened: 08/12/2009
Business Started: 09/19/2008
Business Started Locally: 09/19/2008
Business Incorporated: 09/19/2008 in IL
Type of Entity
Corporation
Business Management
  • Principal: Mr. Russell G. Luce, President/Owner
Contact Information
  • Principal: Mr. Russell G. Luce, President/Owner
Business Category
  • Financial Planning Consultants
  • Financial Consultants - No License Required
  • Insurance - Long Term Care
  • Annuities
  • Insurance - Disability
  • Investment Advisory Service
  • Mutual Funds
  • Retirement Planning Service
  • NAICS: Investment Advice
  • Consultant - Planning
  • Estate Planning & Management
  • Financing Consultants
  • Real Estate Consultants

Alternate Business Names
  • Planning Legacies FNCL Group
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.

A+

Overview

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.

BBB Reason for Ratings

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Business Profile


Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

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BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Planning Legacies Financial Group

Planning Legacies Financial Group

BBB ACCREDITED SINCE 06/01/2015

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