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ANNAPOLISFINANCIALGROUP.COM

Legacy Financial Group, LLC

Call us Today at 410-897-9401. To provide superior financial advice and deliver an exceptional client experience to help our clients achieve and preserve the lifestyle they envision. We use a holistic approach to help our clients manage their investments, preserve their life savings, provide them with predictable lifetime income, minimize taxes and plan for the transition of their legacy to the next generation. 888 Bestgate Road, Suite 205. Annapolis, MD 21401. 6701 Democracy BLVD, Suite 201.

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CONTACTS AT ANNAPOLISFINANCIALGROUP.COM

Gay, Erin

888 Bestg●●●●●●●●●Suite 205

Ann●●●lis , MD, 21401

US

1.30●●●●1235
er●●●●●@eringay.com

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null

Gay, Erin

888 Bestg●●●●●●●●●Suite 205

Ann●●●lis , MD, 21401

US

1.30●●●●1235
er●●●●●@eringay.com

View this contact

null

Gay, Erin

888 Bestg●●●●●●●●●Suite 205

Ann●●●lis , MD, 21401

US

1.30●●●●1235
er●●●●●@eringay.com

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Legacy Financial Group, LLC | annapolisfinancialgroup.com Reviews
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Call us Today at 410-897-9401. To provide superior financial advice and deliver an exceptional client experience to help our clients achieve and preserve the lifestyle they envision. We use a holistic approach to help our clients manage their investments, preserve their life savings, provide them with predictable lifetime income, minimize taxes and plan for the transition of their legacy to the next generation. 888 Bestgate Road, Suite 205. Annapolis, MD 21401. 6701 Democracy BLVD, Suite 201.
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KEYWORDS
1 Financial Advisor
2 Retirement Planning
3 Retirement Income
4 Estate Planning
5 Seminar
6 Financial Planning
7 Bethesda
8 Annapolis
9 Legacy
10 Legacy Financial
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legacy financial,our team,services,client center,our mission,ember,finra,sipc
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Legacy Financial Group, LLC | annapolisfinancialgroup.com Reviews

https://annapolisfinancialgroup.com

Call us Today at 410-897-9401. To provide superior financial advice and deliver an exceptional client experience to help our clients achieve and preserve the lifestyle they envision. We use a holistic approach to help our clients manage their investments, preserve their life savings, provide them with predictable lifetime income, minimize taxes and plan for the transition of their legacy to the next generation. 888 Bestgate Road, Suite 205. Annapolis, MD 21401. 6701 Democracy BLVD, Suite 201.

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annapolisfinancialgroup.com annapolisfinancialgroup.com
1

Legacy Financial Group, LLC

http://www.annapolisfinancialgroup.com/ourteam.html

Call us Today at 410-897-9401. The Legacy Financial Group Team. Our clients enjoy personalized financial advice, exemplary service and regular attention from our advisors and professional staff. This ensures that individual needs are recognized and met in every aspect of the process from information gathering and analysis to needs assessment, planning and review. Erin Willis Gay, AWMA, RFC, CFS. Erin is a registered representative, investment advisor representative and holds his. He attended the Institut...

2

Legacy Financial

http://www.annapolisfinancialgroup.com/clientcenter.html

Call us Today at 410-897-9401. Powered by Albridge Wealth Reporting, CIRStatements is our consolidated account viewing and reporting system. This portal provides our clients with aggregated information on all their financial accounts with our firm. Utilizing our CashEdge/Alldata service, clients are able to link their outside financial accounts to the system for consolidated tracking and reporting of all financial accounts. Access your Fidelity, NFS or Pershing brokerage account and paperless statements.

3

Legacy Financial Group, LLC

http://www.annapolisfinancialgroup.com/legacyfinancial.html

Call us Today at 410-897-9401. Our Annapolis office at 888 Bestgate Road has relocated from Suite 205 to Suite 315 on the 3rd floor. We look forward to your visit. To provide superior financial advice and deliver an exceptional client experience to help our clients achieve and preserve the lifestyle they envision. 888 Bestgate Road, Suite 315. Annapolis, MD 21401. 6701 Democracy BLVD, Suite 201. Bethesda, MD 20817. You may check the background of the investment professionals on FINRA's BrokerCheck.

4

Legacy Financial

http://www.annapolisfinancialgroup.com/services.html

Call us Today at 410-897-9401. Estate and Legacy Planning. Retirement Plan Distribution Planning. Long Term Care Insurance. Planning for loved ones with Special Needs. Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, M. Adviory Services offered through Camridge Investment Research Advisors, Inc., A Registered Investment Advisor. Legacy Financial is an independent firm and is not affiliated with Cambridge Investment Research.

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Call us Today at 410-897-9401. To provide superior financial advice and deliver an exceptional client experience to help our clients achieve and preserve the lifestyle they envision. We use a holistic approach to help our clients manage their investments, preserve their life savings, provide them with predictable lifetime income, minimize taxes and plan for the transition of their legacy to the next generation. 888 Bestgate Road, Suite 205. Annapolis, MD 21401. 6701 Democracy BLVD, Suite 201.

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