Legacy Investments & Financial Planning

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Legacy Investments and Financial Planning, LLC is a full service financial planning firm dedicated to simplifying the increasing complex financial needs of families in Southwest Mississippi We believe families in this area should have all the services available in larger cities We do this through extraordinary attention to detail, timely advice, communication and outstanding service levels We are not your typical financial advisor We do not wait for opportunities to arise for our clients, we create opportunities Our clients engage our firm for financial planning, investment management, insurance analysis, and retirement plans for their business We operate on a fee or commission basis