Welcome to Legacy Financial

 

Legacy Financial

Our Team

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CLIENT CENTER

Integrated Solutions to Simply Your Life

Our mission is to provide our clients with unbiased advice, a higher standard of service and exceptional personal attention.

We design and coordinate strategies to help our clients manage their investments,
 preserve their life savings, provide them with predictable lifetime income,
minimize taxes and plan for the transition of their legacy to the next generation.

My team and I look forward to helping you simplify your life.
                                                                        

Erin W. Gay, Founder & CEO


Legacy Financial Group, LLC

888 Bestgate Road, Suite 205
Annapolis, MD
21401
Office: (410) 897-9401             
Fax: (410) 224-9723

Email: info@LegacyFinancialGroup.com



Securities and Financial Planning Services Offered Through LPL Financial, A Registered Investment Advisor
Member
FINRA/SIPC

The LPL Registered Representative associated with this site may only discuss and/or transact business with residents of the following states: CA, CO, CT, DC, FL, HI, MD, MA, NJ, NY, NC, OH, OR, SC, VA