Legacy Finance

Looking for a financial planning and wealth management firm thats truly built on strong values and experience? Look no further than Legacy Finance! Our team is based in Old Town Clovis, CA and were proud to offer a range of competitive services designed to help our clients build their legacy today, so they can be remembered tomorrow. What sets us apart? For starters, our President is a CFA, a prestigious designation held by fewer than 2%* of advisors. Plus, were committed to maintaining our fiduciary duty when managing assets, providing transparency and objective advice to all of our clients. Whether youre looking for investment advice, retirement planning, or any other financial services, were here to help. At Legacy Finance, we believe in creating a brighter financial future for everyone. Join us today and start building your legacy! *2023 Market Intelligence CFA Institute *2021 Bureau of Labor Bradley Warner (CA Insurance Lic. #0E34102) is a Registered Representative and an I...