Wealth Legacy Group, Inc.
-
4540 Kearny Villa Rd STE 114
San Diego, CA 92123 - 858-569-0633
Hours
Chamber Rating
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Max Bolka
R.J. Kelly is truly one of a kind. He is the perfect combination of head and heart, professionalism, compassion and integrity. I highly encourage other business owners to take advantage of his expertise in so many areas: From wealth creation to distribution, from business to personal financial planning, and from tax mitigation to creating a true lasting legacy, R.J. Kelly is the best.
Dec 4th, 2023 -
A Chien
RJ got me $3.2M life insurance policy for our SBA loan. High integrity, easy to work with, and great expertise. Highly recommend RJ and his team.
May 27th, 2023 -
Olha Martinez
Oct 10th, 2021 -
Peter Quinn
RJ Kelly and I have know each other for over a decade, and I have come to appreciate the value of his experience and how he artfully integrates that in his analysis and advice to his clients, associates and friends. RJ assisted one of my closest friends about ready to realize a significant asset sale. RJ turned this infusion of cash deposited to a bank account to a life changing capital event that significantly increased the resources available to fund education, travel and charitable goals for my friends family. The referral of my friend to RJ made me look like a hero. It won't be my last.
Jun 6th, 2021 -
Dan Stradford
I would highly recommend the services of RJ Kelly and his company. Since my wife and I are entering retirement years we wanted help with how we could pass on our life's work to the next generations in our family. Not only our material assets, but our family values and lessons learned as well. This was a mammoth task we'd never done before so I searched numerous estate counselors and came across RJ Kelly. He promised he could help us in all that we wanted to achieve. And he has done just that at a fair price. Using his advice, I will likely recoup the cost of his service within a year. The work done to establish our family's values and a system of family governance, family meetings, etc., has been truly a heartwarming experience to my family members, even our grandchildren who genuinely appreciate the meaning of our shared values and goals. RJ is clearly highly experienced in all facets of estate planning including tax regs and a variety of ways to tailor estate planning to our needs so I am comfortable that I am getting good advice. I also found him to be very patient, something my wife and I needed as we took quite some time sorting through all that needed to be done for estate planning while juggling the demands of everyday life.
Jun 28th, 2021
Contact Info
- 858-569-0633
Questions & Answers
Q What is the phone number for Wealth Legacy Group, Inc.?
A The phone number for Wealth Legacy Group, Inc. is: 858-569-0633.
Q Where is Wealth Legacy Group, Inc. located?
A Wealth Legacy Group, Inc. is located at 4540 Kearny Villa Rd STE 114, San Diego, CA 92123
Q What is the internet address for Wealth Legacy Group, Inc.?
A The website (URL) for Wealth Legacy Group, Inc. is: http://wealthlegacygroup.com/
Q What days are Wealth Legacy Group, Inc. open?
A Wealth Legacy Group, Inc. is open:
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Q How is Wealth Legacy Group, Inc. rated?
A Wealth Legacy Group, Inc. has a 5.0 Star Rating from 15 reviewers.
Hours
Ratings and Reviews
Wealth Legacy Group, Inc.
Overall Rating
Overall Rating
( 15 Reviews )Max Bolka on Google
R.J. Kelly is truly one of a kind. He is the perfect combination of head and heart, professionalism, compassion and integrity. I highly encourage other business owners to take advantage of his expertise in so many areas: From wealth creation to distribution, from business to personal financial planning, and from tax mitigation to creating a true lasting legacy, R.J. Kelly is the best.
A Chien on Google
RJ got me $3.2M life insurance policy for our SBA loan. High integrity, easy to work with, and great expertise. Highly recommend RJ and his team.
Olha Martinez on Google
Peter Quinn on Google
RJ Kelly and I have know each other for over a decade, and I have come to appreciate the value of his experience and how he artfully integrates that in his analysis and advice to his clients, associates and friends.
RJ assisted one of my closest friends about ready to realize a significant asset sale. RJ turned this infusion of cash deposited to a bank account to a life changing capital event that significantly increased the resources available to fund education, travel and charitable goals for my friends family.
The referral of my friend to RJ made me look like a hero.
It won't be my last.
Dan Stradford on Google
I would highly recommend the services of RJ Kelly and his company. Since my wife and I are entering retirement years we wanted help with how we could pass on our life's work to the next generations in our family. Not only our material assets, but our family values and lessons learned as well. This was a mammoth task we'd never done before so I searched numerous estate counselors and came across RJ Kelly. He promised he could help us in all that we wanted to achieve. And he has done just that at a fair price. Using his advice, I will likely recoup the cost of his service within a year.
The work done to establish our family's values and a system of family governance, family meetings, etc., has been truly a heartwarming experience to my family members, even our grandchildren who genuinely appreciate the meaning of our shared values and goals.
RJ is clearly highly experienced in all facets of estate planning including tax regs and a variety of ways to tailor estate planning to our needs so I am comfortable that I am getting good advice.
I also found him to be very patient, something my wife and I needed as we took quite some time sorting through all that needed to be done for estate planning while juggling the demands of everyday life.
Overall Rating
Overall Rating
( 15 Reviews )Write a Review
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