Ricky Dukes, Investment Professional - The Legacy Financial Group, LLC
Why pick this one
The Legacy Financial Group focuses on customized financial strategies for nurses and is a licensed insurance agent in NC.
Best for
- financial planning for nurses
- customized investment strategies
- long-term disability planning
Look elsewhere if
- general financial advice not tailored to nurses
- one-size-fits-all financial planning
Specialties
- long term disability insurance
- student loan repayment plans
- life insurance
- retirement planning
- estate planning
Certifications
- licensed insurance agent in NC
What makes them different
- customized strategies based on individual client needs
- focus on financial planning for nurses
- commitment to deep understanding of each client's goals
- partnership with Advanced Planning Group for complex needs
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 14819 Ballantyne Village Way Ste 1100, Charlotte, NC 28277
- Phone
- 7042849192
- Website
- http://www.lfinancegroup.com/
Services
- investment planning
- financial guidance
- insurance services
- tax strategies
- portfolio management