Legacy Group Planning

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1590 Albon Rd Ste 40
Holland, OH 43528
Since 2010, Legacy Group Planning & Legacy Group Wealth Management has helped members take a holistic approach to retirement planning and long-term financial decision-making. As a fiduciary investment advisor in Holland, Ohio, we provide wealth management, legacy planning, insurance, annuity strategies, and investment advisory services. We work with individuals and families to build customized financial strategies focused on retirement savings, wealth protection, and income stability. Whether you’re preparing for the future or reviewing your current strategy, our team provides guidance you can trust.

Reviews

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5.02 reviews
Mike W.
2/10/2025

Im very happy with them ---Been a member for 9 yrs Never loss money ---my accounts only went up Best thing I ever did .. If your losing...

Tim S.
6/20/2023

My wife and I have been very happy with the service from our advisor. They helped us with our Retirement Income Planning with safe investments and market money. Very friendly family run business.

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