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Business Profile

Financial Services

Legacy Financial Group
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(515) 255-3306Write a Review

About

Overview

Legacy Financial Group

6000 Grand Ave Suite B

Des Moines, IA 50312-1417

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BBB Accreditation & Rating

Legacy Financial Group is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Retirement Planning
Finanical Planning
E-based Financial Flanning
Investment Advice
Estate Planning
Tax Planning
Risk Management
College Planning
Wealth Management Solution
Financial Wellness
Life Insurance
Long Term Care Insurance

BBB Accredited Since: 2/5/2018

Years in Business: 33

Products and Services

Estate Planning, Financial Planning, Insurance Services, Investment Advisory, Retirement Planning, Risk Assessment, Tax Services

Photos and Videos

  • image description not provided by submitter

Business Details

Local BBB:
BBB serving Greater Iowa, Quad Cities, and Siouxland Region
BBB File Opened:
5/7/2013
Business Started:
1/1/1993
Business Incorporated:
7/24/2000
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Chad Terry, CEO

Additional Contact Information

Principal Contacts
Chad Terry, CEO
Customer Contacts
Chad Terry, CEO
Additional Phone Numbers
Other Phone: (800) 616-4392
Additional Websites
lfgplanners.com/
Social Media

Additional Information

Business Categories
Financial Services, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Investment Advisory Services, Long Term Care Insurance, Education, Fee Only Financial Advisor

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