Secure Your Financial Future
Expert advice and tailored solutions for your personal and business finances.
Our Mission
At Legaci Financial Services our mission is to empower small businesses, individuals, and independent contractors to achieve financial success while making a positive impact on their communities.
We understand the pivotal role that financial stability plays in the lives of entrepreneurs and individuals alike, and we are committed to providing tailored solutions that address their unique needs. Through personalized guidance, innovative strategies, and a deep-rooted dedication to our clients' success, we aim to be more than just a financial service provider – we strive to be a trusted partner and advocate on their journey to prosperity.
Our mission extends beyond financial gain; it encompasses fostering a culture of collaboration, inclusivity, and social responsibility, where every client's success contributes to the greater good of their community.
Our Story at Legaci Financial Services
Legaci Financial Services is a leading provider of financial solutions in the United States. With a commitment to excellence and a focus on customer satisfaction, we offer a wide range of services to meet the diverse needs of our clients.
Our team of experienced professionals is dedicated to providing personalized and innovative financial strategies to help individuals and businesses achieve their goals. At Legaci Financial Services, we prioritize integrity, transparency, and trust in all our interactions, ensuring that our clients receive the highest level of service and support.
Our Core Values & Goals
Integrity & Transparency
We uphold the highest standards of integrity and transparency in all our interactions, ensuring trust and confidence in our services and advice.
Client-Centric Strategy & Approach
We prioritize the needs and goals of our clients above all else, delivering customized financial solutions and exceptional service to help them thrive.
Empowerment & Education
We believe in empowering our clients with the knowledge and tools they need to make informed financial decisions, fostering financial literacy and independence.
Community Engagement
Community is at the heart of our values. We are dedicated to supporting the communities we serve, actively engaging in initiatives that promote financial literacy, entrepreneurship, and economic empowerment.
Our Team
Jasmine Marks-Pye
A dedicated accountant navigating tax complexities with precision, ensuring financial peace of mind for individuals and businesses alike.
David Browoski
A dedicated credit recovery consultant: Empowering financial resilience, restoring credit health. Your partner in rebuilding financial stability and unlocking opportunities.
Khalil Rayfield
Highly experienced Tech and Digital Expert with proven expertise Social Media and Marketing in garnering new clients and digital traffic.
Emily Marcell
An experienced financial planner with a proven track record in small and start-up wealth management plans.
Let's Do Business Together!!
Send us a message and one of our team members will reach out shortly for a consulatation.