"We learned about Legacy Retirement Advisors from a personal referral upon our retirement to Paso Robles. Wanting to move our monies out of our employer's 401(k) plan was the primary reason we decided to enlist professional advisors. Jennifer and Ryan are a super team to work with. They listen well, ask lots of questions, and have shown us that there is a lot more to retirement planning than we ever dreamed of. With their guidance and advice, we are extremely happy with our future financial security.
Whenever we have thoughts about making changes to our portfolio or want to consider something we hear about, all we have to do is ask for their opinion. Their years of experience and understanding enable them to help us make the best, most informed decisions. We are comforted in the knowledge that they will weigh all options and give us their best advice."
- Allison and Mike D.
The statement was provided on 3/1/23 by Alison and Michael D., who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. We believe financial advice should go beyond investment performance.
Years of experience have prepared us to guide you through your life transitions.
"Angela and I know that our investments are being looked after by people that truly care and want to see us succeed. We can rest easily at night knowing that our investments are being taken care of as the market fluctuates. It is definitely a calming feeling. When we met Jennifer and Ryan over a decade ago, they took the time to know not only who we are, but what our goals were. Now, whenever we speak to them, it is like talking to family. It is a bit cliche, but if you want knowledgeable and friendly people with no pressure, then you cannot find anyone better."
- Gary and Angela P.
The statement was provided on 1/22/23 by Gary and Angela P., who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Years of experience have prepared us to guide you through your life transitions.
"We have been clients of Legacy for many years. Ryan and Jennifer always take the time to explain in detail and in layman’s terms how the investments work and why they are recommending them for us. We have appreciated the work they have done with our retirement portfolio. We own our business, and if we ever have any questions, Ryan is there with sound advice for us. They go above and beyond in their customer service and always make us feel like we are family.
We have referred and will definitely continue to refer anyone looking for financial advice to go and meet Ryan and Jennifer. They will listen and guide you to help make the best decisions for your future."
- Yvette and David P.
The statement was provided on 3/10/23 by Yvette and David P., who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Years of experience have prepared us to guide you through your life transitions.
"We appreciate the ongoing personal attention and guidance that we have received throughout our time with Legacy. Unlike most other financial planners, Ryan is proactive and reaches out to us to make recommendations, changes, and to keep us informed about the standing of our portfolio. Personal attention is one of the standout features of the folks at Legacy Retirement. They stay involved and monitor events so they can consistently suggest beneficial changes.
I tell people that randomly investing in 401(k)'s and other retirement vehicles, without the guidance of a knowledgeable professional, is no way to prepare for retirement. You need skilled people who are dedicated to doing the best they can for you, actively monitoring your retirement portfolio. Anything else is simply being asleep at the wheel."
- Steve and Kris A.
The statement was provided on 1/19/23 by Steve and Kris A., who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Years of experience have prepared us to guide you through your life transitions.