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Legacy Finance

(559) 297-8080
516 5th St #201, Clovis, California, 93612

Business hours

Monday 8:00am to 5:00pm
Tuesday 8:00am to 5:00pm
Wednesday 8:00am to 5:00pm
Thursday 8:00am to 5:00pm
Friday 8:00am to 5:00pm
Saturday -
Sunday -

About us

Legacy Finance is a second-generation financial planning and wealth management firm located in Old Town Clovis, CA. With a President who holds the prestigious CFA designation, we have a distinctive edge in our industry. Our strong values drive us to fulfill our fiduciary duty by offering high-caliber services, ensuring transparency to all our clients. Our ultimate mission is to empower you to build a lasting legacy that will be remembered for generations to come.

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