Chamber of Commerce

      Legacy Financial

      ( 3 Reviews )

      Legacy Financial
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      Hours

      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 5:00 PM
      Saturday:
      Closed
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      3.7 - (3 reviews)
      2
      0
      0
      0
      1
      Read Our 3 Reviews

      Chamber Rating

      3.7 - (3 reviews)
      2
      0
      0
      0
      1
      › ‹
      • Mary D

        Great service for estate planning.
        Apr 8th, 2019

      • Chachi S

        Experienced and caring. Legacy Financial. It's all in the name.
        Nov 12th, 2018

      • Kim Clarkson

        The worst communication Ive ever seen. I absolutely would not invest your money or do any business here. We are in an emergency situation with my 90 yr old mothers health. Shes had to go into a group home which is several thousand dollars a month. Weve been trying to get in touch with her advisor for 3 months about getting a bigger withdrawal and finding out her options, penalties etc. NO ONE HAS CALLED US BACK. First of all, most of the time they never answer their phone. You have to leave messages or email. However, there have been a few times they did answer. Weve spoken with the receptionist and another man, both said theyd give the message to Larry. Ive emailed them and weve left messages for MONTHS, beginning in JUNE. Does Larry even work here anymore? If hes having problems there should be someone else that can handle client accounts and answer questions. Very very unethical.
        Aug 29th, 2022

      Read Our 3 Reviews

      About
      Legacy Financial

      Legacy Financial is located at 1237 S Val Vista Dr in Mesa, Arizona 85206. Legacy Financial can be contacted via phone at 480-545-1261 for pricing, hours and directions.

      Contact Info

      •   480-545-1261

      Questions & Answers

      Q What is the phone number for Legacy Financial?

      A The phone number for Legacy Financial is: 480-545-1261.

      Q Where is Legacy Financial located?

      A Legacy Financial is located at 1237 S Val Vista Dr, Mesa, AZ 85206

      Q How big is Legacy Financial?

      A Legacy Financial employs approximately 20+ people.

      Q What days are Legacy Financial open?

      A Legacy Financial is open:
      Sunday: Closed
      Monday: 9:00 AM - 5:00 PM
      Tuesday: 9:00 AM - 5:00 PM
      Wednesday: 9:00 AM - 5:00 PM
      Thursday: 9:00 AM - 5:00 PM
      Friday: 9:00 AM - 5:00 PM
      Saturday: Closed

      Q How is Legacy Financial rated?

      A Legacy Financial has a 3.7 Star Rating from 3 reviewers.

      Hours

      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 5:00 PM
      Saturday:
      Closed

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      Ratings and Reviews
      Legacy Financial

      Overall Rating

      Overall Rating
      ( 3 Reviews )
      2
      0
      0
      0
      1
      Write a Review

      Mary D on Google

      image Great service for estate planning.

      Chachi S on Google

      image Experienced and caring. Legacy Financial. It's all in the name.

      Kim Clarkson on Google

      image The worst communication Ive ever seen. I absolutely would not invest your money or do any business here. We are in an emergency situation with my 90 yr old mothers health. Shes had to go into a group home which is several thousand dollars a month. Weve been trying to get in touch with her advisor for 3 months about getting a bigger withdrawal and finding out her options, penalties etc. NO ONE HAS CALLED US BACK. First of all, most of the time they never answer their phone. You have to leave messages or email. However, there have been a few times they did answer. Weve spoken with the receptionist and another man, both said theyd give the message to Larry. Ive emailed them and weve left messages for MONTHS, beginning in JUNE. Does Larry even work here anymore? If hes having problems there should be someone else that can handle client accounts and answer questions. Very very unethical.

      Overall Rating

      Overall Rating
      ( 3 Reviews )
      2
      0
      0
      0
      1

      Write a Review

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