Legacy Group Planning

(888) 665-7229
1590 Albon Rd.,, Suite 40, Holland, Ohio, 43528

Business hours

Monday 9:00am to 5:00pm
Tuesday 9:00am to 5:00pm
Wednesday 9:00am to 5:00pm
Thursday 9:00am to 5:00pm

About us

Since 2010, Legacy Group Planning & Legacy Group Wealth Management has helped members take a holistic approach to retirement planning and long-term financial decision-making. As a fiduciary investment advisor in Holland, Ohio, we provide wealth management, legacy planning, insurance, annuity strategies, and investment advisory services. We work with individuals and families to build customized financial strategies focused on retirement savings, wealth protection, and income stability. Whether you’re preparing for the future or reviewing your current strategy, our team provides guidance you can trust.

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