Investment Advisor: New Legacy Financial Group, LLC
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Company: New Legacy Financial Group, LLC
Contact: Jason Burkholder
711 Winkler Drive, Suite C
Wooster, Ohio, 44691
Phone: (330) 988-1060
Fax:
(330) 345-4915
Website: http://www.newlegacyfinancial.com
New Legacy Financial Group offers “life-integrated”, fee-only financial planning for private clients, as well as retirement plan consulting for small businesses.
Serves Counties: Ashland (OH), Holmes (OH), Medina (OH), Summit (OH), Wayne (OH)
License #: 151155
Licensed to sell Insurance Products:No
Licensed to sell securities:No
Financial Advisor Experience: 1-5 Years
Designations: CFA, CFP, AIF
Products:
Bonds
Stocks
Mutual Funds
Exchange Traded Funds (etfs)
Minimal Assest: no minimum
License Type:
Insurance Type:
Disclosure: none
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