About Wealth legacy group, inc.
Wealth Legacy Group, Inc. is a San Diego-based financial advisory firm that has been providing expert financial advice to clients for over 35 years. The company was founded by R.J. Kelly, a highly experienced financial advisor who specializes in tax, retirement, and business planning.
At Wealth Legacy Group, Inc., we understand that every client has unique financial needs and goals. That's why we take the time to get to know our clients on a personal level so that we can provide them with customized solutions that meet their specific needs.
Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through comprehensive planning and investment management services. We offer a wide range of services including retirement planning, estate planning, tax planning, investment management, and more.
One of the key factors that sets us apart from other financial advisory firms is our commitment to education. We believe that an informed client is an empowered client which is why we take the time to educate our clients about their finances so they can make informed decisions about their future.
We also believe in transparency when it comes to fees which is why we offer fee-only services. This means that we do not receive commissions or kickbacks for recommending certain products or investments which ensures that our advice is always unbiased and in the best interest of our clients.
At Wealth Legacy Group, Inc., we are committed to providing exceptional service and building long-term relationships with our clients based on trust and mutual respect. Our goal is not just to help you achieve your current financial goals but also create a legacy for future generations.
In conclusion, if you're looking for expert financial advice from an experienced team of professionals who are committed to your success then look no further than Wealth Legacy Group Inc.! Contact us today for more information on how we can help you achieve your financial goals!