Legacy Capital Group California

Legacy Capital Group California is a wealth advisory firm in Los Gatos, CA, specializing in planning (investment, tax*, estate, retirement), insurance and risk management, and charitable gifting. We have been a referral-based business since 1992, and as such, we are motivated to do our best and build long-lasting relationships. Clients are more than numbers to us; we seek to get to know them personally and customize our services to fit their needs. LCGC is a dedicated team of 3 financial advisors, who have over 30 years of experience, and a support staff of about ten members. Our office is family-sized...

Financial services,wealth planning,retirement planning,investment advisement,insurance,risk management,tax planning,estate planning,charitable gifting,investing,succession alternatives,and portfolios

Legacy capital group california operates in the Financial services industry.

Legacy capital group california's revenue is 11m - 100m

Legacy capital group california has 11 - 50 employees.