We serve small and medium businesses, nonprofits, and a handful of families. Through cashflow and asset management we turn lives into legacies.
We support our clients with a wide range of investment and planning solutions, including:
- Investment management
- Financial planning
- Wealth coaching
- Qualified retirement plan consulting
- Retirement planning
- Estate planning
- Succession and exit strategy planning
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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Additional financial planning services offered through Bluegrass Legacy Planning, LLC are separate and not offered through Commonwealth.
The Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
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Company Details
- Employees
- 8
- Founded
- -
- Address
- 118 W Olive St, Keller,texas 76248,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://bluegrasslegacygroup.com
- Keywords
- Keller.
- HQ
- Keller, Texas
- Competitors
- Iron Creek Financial Services, Tennyson Advisory Group, LLC, The Branding Photo Co., Pio Costa & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC, Implant Attachments, World Insurance Associates LLC (formerly Wealth Advisory Group, Inc), Elevated Wealth Advisory, Wealth for Docs, Adventure Kids Playcare, BG Wealth Advisory, LLC & BG Wealth Management, LLC.
Bluegrass Legacy Group Questions
Bluegrass Legacy Group's website is http://bluegrasslegacygroup.com
Bluegrass Legacy Group's LinkedIn profile is https://www.linkedin.com/company/bluegrass-legacy-group
Bluegrass Legacy Group has
8 employees.
View email and phone details for 8
employees at Bluegrass Legacy Group.
Bluegrass Legacy Group's industry is
Financial Services
Bluegrass Legacy Group's top competitors are
Iron Creek Financial Services,
Tennyson Advisory Group, Llc,
The Branding Photo Co.,
Pio Costa & Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc,
Implant Attachments,
World Insurance Associates Llc (Formerly Wealth Advisory Group, Inc),
Elevated Wealth Advisory,
Wealth For Docs,
Adventure Kids Playcare,
Bg Wealth Advisory, Llc & Bg Wealth Management, Llc.
Bluegrass Legacy Group's categories are Financial Services
Bluegrass Legacy Group's founding year is 2020
