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Business Profile

Financial Planning Consultants

Legacy Group
BBB Accredited BusinessA+Rated by BBB
Visit Website(903) 534-4900Write a Review

About

Overview

Legacy Group

909 E Southeast Loop 323 Ste 210

Tyler, TX 75701-9608

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Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Legacy Group is BBB Accredited.

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

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About This Business

Legacy Group provides financial advisory services, including investment management, retirement planning, financial coaching, and estate planning. The company assists clients with tax strategies, asset protection, and ongoing financial education.

BBB Accredited Since: 7/1/1999

Years in Business: 47

Products and Services

This company specializes in financial planning consulting as well as estate planning and senior citizen counseling.

Business Details

Local BBB:
BBB Serving Central East Texas
BBB File Opened:
1/1/1979
Business Started:
1/1/1979
Type of Entity:
Sole Proprietorship
Alternate Names:
Micheal Evans, CFP, CSA
Business Management:
Mr. Michael Evans, Principal, CFP, CSA
Mrs. Karen Turner, Executive Assistant

Additional Contact Information

Principal Contacts
Mr. Michael Evans, Principal, CFP, CSA
Customer Contacts
Mr. Michael Evans, Principal, CFP, CSA
Mrs. Karen Turner, Executive Assistant
Fax numbers
Primary Fax: (903) 939-8167
Social Media

Licensing information

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.

Additional Information

Other Resources
State Securities Board
1800 San Jacinto St, P O Box 13167
Austin TX 78711
Phone Number: (512) 305-8300
Business Categories
Financial Planning Consultants, Investment Advisory Services, Estate Planning and Management, Wealth Management

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