Legacy Financial Planning

Legacy Financial Planning is a hybrid registered investment advisory firm that offers comprehensive financial planning services. The firm focuses on developing personalized strategies aimed at protecting and growing clients' wealth. Its areas of expertise include portfolio management, fixed-income strategies, funding and insurance planning, as well as banking and lending services. By simplifying complex financial matters, Legacy Financial Planning helps clients effectively manage their finances and achieve their financial goals.

Brian Bedford

Co-Founder, President and Financial Planner

Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.