Secure Your Financial Future
Tailored solutions for lasting wealth. Build your legacy with the guidance of our experts.
Featured Services
Tax Strategies
Streamline your tax process with our expert preparation services. We ensure compliance, maximize deductions, and minimize risk. With our meticulous attention to detail and personalized solutions, trust us to navigate the complexities of tax regulations, saving you time and money.
Credit Recovery
Unlock your financial potential with our credit recovery services. We specialize in repairing and rebuilding your credit profile, empowering you to regain control of your financial future. Our proven strategies and personalized approach ensure rapid results, allowing you to access better opportunities and achieve your dreams.
Bookkeeping
Efficient bookkeeping is the cornerstone of financial success for any business. Our expert bookkeeping services streamline your financial operations, providing clarity and control over your finances. With meticulous attention to detail and personalized solutions, we empower you to make informed decisions and achieve your business goals with confidence.
Be Your Own Boss
We provide the best Comprehensive Tax Training Course, Essential Tax Software and Expert Support.
Trust us to provide top-notch financial services tailored to navigate your wealth towards growth.
Comprehensive Financial Planning
Strategic Wealth Management
Expert Financial Advisory Services
Welcome to Legaci Financial Services
At Legaci Financial Services, we are dedicated to providing top-tier financial services to individuals and businesses across the United States. With a focus on integrity and personalized care, we strive to make a lasting impact on the financial well-being of our clients. From tax preparation to credit recovery, we are here to help you achieve your financial goals with confidence and peace of mind.
Our Happy Clients
Financial & Investment Strategies
"Working with Legaci Financial Services was a game-changer for me. Their expertise and personalized approach helped me secure my financial future with confidence. Thank you, Legaci, for your outstanding service.
- Sarah S.
Tax Prep & Financial Planning
"Legaci Financial gave my family and I, a second chance after we lost everything during covid. From the personally tailored planning and advice to my specific financial needs, I felt like the team at Legaci always had my back."
- Tatiana V.
Tax Strategies & Business Formation
"Being a single mother, every penny counts, and investing with Legaci Financial has reassured me I can leave something behind for not only my children but my grandchildren as well!"
- Stephanie L.
Business Formation
"I always wanted to start a Trust for my granddaughter for years, but never understood where to start. Legaci explained everything I needed within two scheduled meetings with their advisors."
- Dennis T.
Reach Out to Legaci Financial Services
Questions? Need help with your financial planning? Please fill out this form and one of our experienced advisors will contact you shortly.
Privacy Policy
Privacy Policy
Legaci Financial Services website is owned by Legaci Financial Services LLC, which is a data controller of your personal data. We have adopted this Privacy Policy, which determines how we are processing the information collected by Legaci Financial Services, which also provides the reasons why we must collect certain personal data about you. Therefore, you must read this Privacy Policy before using Legaci Financial Services website.
We take care of your personal data and undertake to guarantee its confidentiality and security.
Personal information we collect:
When you visit the Legaci Financial Services, we automatically collect certain information about your device, including information about your web browser, IP address, time zone, and some of the installed cookies on your device. Additionally, as you browse the Site, we collect information about the individual web pages or products you view, what websites or search terms referred you to the Site, and how you interact with the Site. We refer to this automatically-collected information as “Device Information.” Moreover, we might collect the personal data you provide to us (including but not limited to Name, Surname, Address, payment information, etc.) during registration to be able to fulfill the agreement.
Why do we process your data?
Our top priority is customer data security, and, as such, we may process only minimal user data, only as much as it is absolutely necessary to maintain the website. Information collected automatically is used only to identify potential cases of abuse and establish statistical information regarding website usage. This statistical information is not otherwise aggregated in such a way that it would identify any particular user of the system.
You can visit the website without telling us who you are or revealing any information, by which someone could identify you as a specific, identifiable individual. If, however, you wish to use some of the website’s features, or you wish to receive our newsletter or provide other details by filling a form, you may provide personal data to us, such as your email, first name, last name, city of residence, organization, telephone number. You can choose not to provide us with your personal data, but then you may not be able to take advantage of some of the website’s features. For example, you won’t be able to receive our Newsletter or contact us directly from the website. Users who are uncertain about what information is mandatory are welcome to contact us via [email protected]
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Your rights:
If you are a European resident, you have the following rights related to your personal data:
The right to be informed.
The right of access.
The right to rectification.
The right to erasure.
The right to restrict processing.
The right to data portability.
The right to object.
Rights in relation to automated decision-making and profiling.
If you would like to exercise this right, please contact us through the contact information below. Additionally, if you are a European resident, we note that we are processing your information in order to fulfill contracts we might have with you (for example, if you make an order through the Site), or otherwise to pursue our legitimate business interests listed above. Additionally, please note that your information might be transferred outside of Europe, including Canada and the United States.
Links to other websites:
Our website may contain links to other websites that are not owned or controlled by us. Please be aware that we are not responsible for such other websites or third parties' privacy practices. We encourage you to be aware when you leave our website and read the privacy statements of each website that may collect personal information.
Information security:
We secure information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use, or disclosure. We keep reasonable administrative, technical, and physical safeguards to protect against unauthorized access, use, modification, and personal data disclosure in its control and custody. However, no data transmission over the Internet or wireless network can be guaranteed.
Legal disclosure:
We will disclose any information we collect, use or receive if required or permitted by law, such as to comply with a subpoena or similar legal process, and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.
Contact information:
If you would like to contact us to understand more about this Policy or wish to contact us concerning any matter relating to individual rights and your Personal Information, you may send an email to [email protected].