The Legacy Group

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201 S Guild Ave
Lodi, CA 95240
+1 (209) 369-0706
http://www.thelegacygroupinc.com

The Legacy Group Inc., located in Lodi, CA, is a multigenerational team with over 30 years of experience dedicated to guiding individuals and families in achieving their financial goals. They specialize in personalized family planning, employer-sponsored retirement plans, and non-profit consulting, creating customized strategies that adapt to each client's unique needs.

As educators, guides, and advocates, The Legacy Group simplifies the complexities of financial planning and helps clients navigate life's challenges. Their collaborative approach ensures that clients remain focused on their objectives while adjusting plans as circumstances change.

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United States›California›Lodi›The Legacy Group

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