VETTED
Michael Evans
CFP®, CSA®
Tel: 903-534-4900 909 E Southeast Loop 323, Ste 210 Tyler, TX 75701
About Legacy Group
Your financial goals are our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you and your family. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first.
See DisclosuresGeneral Information
Firm Start Year:
1924
Insurance License#:
709186
Name of Custodial Firm:
Schwab Institutional, Pershing,
Work with the following types of clients:
Individual Investors
Advisory Services Provided:
401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management
Preferred meeting methods
Can meet clients in the following ways:
Phone, Your Home, Your Office, Email
Compensation and Fees
Compensation Methods:
Based on Assets, Commissions, Hourly
Firm Information
Total Assets Under Management by Advisor:
$50,000,000
Education
Bachelor of Science - Business Management:
La Salle University
CFP Professional Education Program:
College for Financial Planning
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.wiseradvisor.com/disclosure/1886620/wiseradvisor-legacy-group-detailed-disclosure.html
41 Years of Experience
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