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Serving Clients Across the Country

Serving Clients Across the Country

While Legacy Retirement Advisors is based in beautiful Paso Robles, California, we proudly serve clients across the country. Through virtual meetings and secure technology, we build meaningful relationships with clients wherever they live.

New to Legacy Retirement Advisors? Please answer our brief questionnaire below to book a meeting, or complete our contact form for general questions. 

Request an Initial Consultation

New to Legacy Retirement Advisors? Please complete our brief questionnaire to schedule an initial consultation.

1. Contact Information:

2. Meeting Preference

How would you prefer to meet?

3. Financial Snapshot

Approximately how much do you have in investable assets?
(excluding your primary residence)

Please note: Our firm typically works with clients who have $500,000+ in investable assets.

4. Your Goals

What are your top financial priorities right now?
(Select up to 2)

5. Current Situation

Are you currently working with a financial advisor?

6. Timing

When are you looking to make a decision about financial planning services?

7. Anything Else We Should Know?

If it looks like a good fit, we’ll reach out to schedule your complimentary consultation.

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Or Contact Us Today

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Legacy Retirement Advisors

Paso Robles Office
565 8th Street
Paso Robles, CA 93446

P 805.226.0445
F 805.226.8999


San Diego Office
Mail Delivery:
310 Twin Oak Valley Road
Road 
Suite 107, #248
San Marcos, CA 92078

P 760.803.5828