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Community Responsibility

At Legacy Financial Group, we believe the health of a community is shaped by the strength of the institutions, organizations, and people who serve it. Our commitment to community impact is rooted in the belief that business should contribute to something greater than itself.

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Through philanthropy, partnerships, and ongoing support, we aim to stand behind organizations that create real, lasting value—especially in the areas of youth development, education, health, and local community advancement. As the firm grows, so will our commitment to the causes that help communities thrive.

Organizations We Support

We are proud to support and highlight organizations whose work creates meaningful impact in the lives of individuals, families, and the broader community.

Backpacks For Kids

Foundation

We are proud to support and help bring awareness to Backpacks For Kids, an organization whose work helps provide essential resources to children and families facing hardship. Their mission reflects the kind of practical, community-centered support that creates meaningful impact where it is needed most.

Golden State

Community Foundation

We are proud to support and highlight the work of the Golden State Community Foundation, whose efforts help advance youth development, educational opportunity, and broader community well-being. Their commitment to long-term impact reflects the kind of work we believe is worth standing behind.

830 Hillview Court, Suite 140, Milpitas, CA 95035

Contact Us

408-461-5258

Monday - Friday | 9 a.m. - 5 p.m. PT
Saturday | Closed
Sunday | Closed
Holidays | Closed

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Legacy Financial Group is an independent firm supported by the administrative resources and national scale of Exertus Financial Partners.

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The information provided in this material is for general informational purposes only and is not intended to constitute investment, tax, legal, or accounting advice. Nothing contained herein should be construed as a solicitation, offer, or recommendation to buy, sell, or replace any securities, investment advisory services, insurance products, or other financial products. Any strategies discussed may not be suitable for all individuals. Hypothetical examples and projections are for illustrative purposes only and are not guarantees of future results. You should consult with qualified tax and legal professionals regarding your specific circumstances before making any financial decisions.

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Legacy Financial Group is an organization comprised of individuals associated with Exertus Financial Partners & Insurance Agency. Insurance products and services are offered only through properly licensed and appointed professionals. Product availability and qualifications may vary by state and individual eligibility. California Insurance License #0L00023.

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Estate planning coordination and document preparation services are facilitated through third-party platforms and are intended for informational and organizational purposes. Legacy Financial Group is not a law firm and its representatives do not practice law. All legal documents are attorney-drafted via licensed software and should be reviewed by a qualified legal professional in your jurisdiction to ensure they meet your specific needs and local statutes.

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We respect your privacy and do not sell personal information. California residents have rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), including the right to request access to, deletion of, or correction of personal information, and to opt out of the sale or sharing of personal information, subject to applicable legal exceptions. To exercise your privacy rights, please contact us using the information provided on this website. This website recognizes Global Privacy Control (GPC) signals.

 

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