Legacy & Wealth Financial Advisors

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300 Spectrum Center Dr Ste 400
Irvine, CA 92618
+1 (949) 529-1655
https://legacywealthfinancial.com

Legacy & Wealth Financial Advisors is a trusted financial planning firm based in Irvine, CA, dedicated to helping clients plan for the next 20 years and beyond. With a focus on protecting clients' interests and providing expert guidance, they offer a range of services including financial planning, investments, insurance, and retirement services.

Their team of professionals brings a wealth of insight and life experience to the table, ensuring that clients receive personalized advice tailored to their unique goals and circumstances. Whether it's helping individuals properly invest in their retirement plans, providing guidance on inheritance assets, or assisting business owners in choosing the right retirement plan, Legacy & Wealth Financial Advisors is committed to helping clients make informed decisions and achieve financial peace of mind.

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5.047 reviews
Kim P.
10/15/2025

Mike is extremely prompt in response time and professional. He listened well to assess my current situation and gave me financial insight and honest feedback. He is friendly, easy to talk to and...

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andreas t.
3/31/2021

My wife introduced me to Mike back when we just started dating. She spoke so highly of how personable and hard working he was for the small portfolio she had at the time. Since then we have...

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John S.
5/24/2023

He has great information and a very logical and sound mind. His words and thought process were wise and took a rational and no-nonsense approach to the analysis.

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Marinell B.
12/12/2019

I would like to give an update to my review of Mike Valiente's financial advisor expertise since I first starting working with him in 2018. I just now got off the phone with him after an hour and...

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S M.
6/20/2017

In assessing post-career and retirement planning, one of the most difficult decisions is to choose someone that you can trust and who will represent your goals to the best of their abilities. We...

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United States›California›Irvine›Legacy & Wealth Financial Advisors

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