Coffman, James Agt

Legacy Oak Financial is a well-established financial services firm located in Georgetown, TX, with over 25 years of experience in the industry. Founded by Raymond Barron and further developed through a partnership with Clint Potts, the firm focuses on personalized financial planning, wealth management, and retirement planning tailored to meet clients' unique needs and goals. Dedicated to fostering client prosperity, Legacy Oak Financial operates under a fiduciary responsibility, ensuring that clients' interests come first. Their commitment to integrity and expertise is reflected in the customized strategies they provide, empowering clients to pursue their financial aspirations with confidence and clarity. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.