Legacy Retirement Advisors

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565 8th St
Paso Robles, CA 93446
At Legacy Retirement Advisors, we believe in holistic financial planning. We are dedicated to helping our clients develop a comprehensive financial plan that works with their lifestyle and can adapt for future life changes. By helping you articulate your aspirations, we are better able to understand where you want to be and develop a road map to help you get there. Whatever your hopes for the future, the only way to work toward the vision of how you'll spend the years ahead is to commit to a plan that can help take you there. Through life's ups and downs, we'll be there to provide guidance, monitor your progress, and help keep your plan in sync with your dreams.

Reviews

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5.02 reviews
Stewart B.
1/19/2024

I have been with Jennifer and Ryan for 3 years now. They are Reliable, Trustworthy, Smart, and Energetic. They treat me with dignity and respect, and make time for all my questions and...

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Steve A.
2/8/2016

My wife and I are clients of Jennifer and Ryan who own and operate Legacy Retirement Advisors. We have been with them for many years and have been very pleased with their financial advice and...

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