Legacy Planning Advisors

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Claimed  •  Financial Planning
770-919-2075
5400 Laurel Springs Pkwy ste 101 Suwanee, GA 30024 34.0834028712 -84.1583186221

About Legacy Planning Advisors

Legacy Planning Advisors, based in Suwanee, Georgia, is a trusted provider of comprehensive estate and legacy planning services tailored to meet the unique needs of our clients. Our team of professionals excels in creating bespoke plans that reflect your values and goal...s for the future. We understand that securing your family's legacy goes hand-in-hand with effective investment management services, which is why we offer strategies designed to protect and grow your assets over time. Serving the Suwanee community, we are committed to delivering personalized solutions that cater to both your present financial situation and your aspirations for generations to come. At Legacy Planning Advisors, we believe in a client-centered approach, ensuring that every aspect of your estate plan aligns seamlessly with your investment objectives. Our advisors are dedicated to helping you navigate the complexities of estate planning while providing peace of mind through sound investment guidance.

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Location & hours

  • Mon Mon 8:30 am - 5:00 pm
  • Tue Tue 8:30 am - 5:00 pm
  • Wed Wed 8:30 am - 5:00 pm
  • Thu Thu 8:30 am - 5:00 pm
  • Fri Fri 8:30 am - 5:00 pm
  • Sat Sat Closed
  • Sun Sun Closed

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