J&G Legacy Financial Group, LLC
Financial Service
Why pick this one
J&G Legacy Financial Group specializes in holistic financial planning and is dedicated to helping first-generation wealth builders thrive.
Best for
- multigenerational families
- mature professionals
- retirees
- business owners
Look elsewhere if
- budget-sensitive financial advice
- high-risk investment strategies
Specialties
- holistic financial planning
- investment services
- wealth management
- business succession planning
- estate strategy
What makes them different
- focus on multigenerational wealth
- six-step planning process
- clear communication and personalized guidance
- emphasis on lifelong partnerships
- dedicated to first-generation wealth builders
Distilled from this business's own website.
Contact & Location
- Address
- 5200 77 Center Dr, Charlotte, NC 28217-0125
- Phone
- +17047178900
- Website
- https://www.jandglegacy.com/Licensing.13.htm
- info@jandglegacy.com
Services
- financial planning
- investment management
- business advisory