The Legacy Group, LLC

The Legacy Group is dedicated to providing you value-oriented service that will bring you peace of mind.  Whether in your business, personal wealth accumulation or estate preservation, The Legacy Group is in the business of helping you identify your objectives and implementing solutions appropriate for your specific goals.

We have developed a process which provides a strategic approach to addressing the important financial concerns of our clients.  We want to ensure that the plan you want is the plan that you actually have.

Each person has a unique set of concerns and responsibilities as well as unique circumstances. We work to discover and crystallize our client's goals and objectives while maintaining the highest degree of professional courtesy and integrity.

Additional resources

mainstayfunds.com -Mainstay Funds website

nylim.com -New York Life Investment Management website

brinkercapital.com - Brinker asset management website

 

Eric Bascom, Seth Richardson, Larry Richardson (Ca Ins Lic OD72331)  and John Wemple are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of LA, UT, MS, TX, CA, NC, SC, AZ, GA, OH, KY. No insurance business may be conducted outside these states referenced.

Eric Bascom, Seth Richardson, Larry Richardson and John Wemple are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer and licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of LA, UT, MS, TX, CA, NC, SC, AZ, GA, OH, KY. No offers may be made or accepted from any resident outside the specific states referenced.

The Legacy Group, LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Eric Bascom, Seth Richardson, Larry Richardson and John Wemple are also separately registered as an investment adviser representatives ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser and collectively offer advisory services in the states of LA, UT, MS, TX, CA, NC, SC, AZ, GA, OH, KY. As such, these services are strictly intended for individuals residing in these states.