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Contact Legacy Financial Group

Let’s talk about your future

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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© Legacy Financial Group. All rights reserved.

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