Legacy Finance Inc

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516 5th St Ste 201
Clovis, CA 93612
Legacy Finance is a second-generation financial planning and wealth management firm located in Old Town Clovis, CA. With a President who holds the prestigious CFA designation, we have a distinctive edge in our industry. Our strong values drive us to fulfill our fiduciary duty by offering high-caliber services, ensuring transparency to all our clients. Our ultimate mission is to empower you to build a lasting legacy that will be remembered for generations to come.
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