The Legacy Group

For individuals and families seeking comprehensive financial consulting and financial planning services, The Legacy Group – UBS Financial Services Inc. presents a strong option. Located at 6100 Tower Cir Suite 100, Franklin, TN 37067, United States, this firm offers personalized guidance to help clients achieve their long-term financial goals. They operate as a part of the globally recognized UBS, leveraging its extensive resources and expertise.

The Legacy Group specializes in providing tailored solutions to a diverse clientele, ranging from high-net-worth individuals to families. Their approach centers around understanding each client’s unique circumstances, risk tolerance, and aspirations. They focus on building enduring relationships based on trust and transparency. As a UBS Financial Services Inc. firm, The Legacy Group benefits from a robust infrastructure and a commitment to upholding the highest ethical standards.

• Investment Management: The Group’s core competency lies in managing investment portfolios designed to meet specific objectives. This includes asset allocation, security selection, and ongoing performance monitoring.
• Retirement Planning: They assist clients in planning for a secure and fulfilling retirement, considering factors such as income needs, healthcare expenses, and estate planning.
• Estate Planning: The Legacy Group provides guidance on estate administration, trusts, wills, and other estate planning tools to ensure assets are distributed according to the client's wishes.
• Financial Planning: A holistic approach encompassing budgeting, cash flow management, tax planning, and insurance strategies to optimize overall financial well-being.
• Wealth Preservation: Strategies focused on safeguarding and growing wealth across generations, incorporating charitable giving and legacy planning.

The firm’s physical address is 6100 Tower Cir Suite 100, Franklin, TN 37067. Clients can easily reach them by phone at 6157214942. The office is designed with accessibility in mind, offering a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available on-site, demonstrating a commitment to inclusivity. Appointments are recommended to ensure dedicated time for personalized consultation. The facility also provides standard toilet facilities.

Currently, The Legacy Group – UBS Financial Services Inc. has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed operation. The average opinion is 0/5, suggesting a need for more client testimonials and positive feedback. However, the association with UBS lends credibility and suggests a professional operating environment. Building a strong reputation through exceptional service and demonstrable results is a key priority for the team.

For more detailed information, including service offerings and team biographies, prospective clients are encouraged to visit the UBS advisors website: advisors.ubs.com. This website provides a comprehensive overview of UBS’s global network and the specific expertise of The Legacy Group’s advisors. The site allows users to connect with a financial professional and arrange an initial consultation.

Phone:6157214942

Website:advisors.ubs.com

Address: 6100 Tower Cir Suite 100, Franklin, TN 37067, United States

Key features: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended