Expertise.com

Best Financial Advisors in Franklin

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2023
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Legacy Builders Wealth Management logo
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Legacy Builders Wealth Management

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Franklin, TN
  • Retirement Planning
  • Wealth Management
  • Financial Advisors
  • Financial Planning
  • Asset Management
  • Financial Planner

Business Description

Legacy Builders is a wealth management firm catering to Franklin and the surrounding areas. It helps clients manage their finances through various services, including asset protection, life insurance, IRA transfer, annuity, and ROTH conversion. It also offers income, long-term care, and family legacy planning solutions to protect people and their loved ones in the future. Legacy Builders has assisted more than 5,000+ clients nationwide and has been featured by outlets such as The New York Times, The Wall Street Journal, and Bloomberg.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free Consultation for price and rates

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Free booking service | Call 848.Book.Pro!

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Franklin, TN

Business Description

Need help contacting a Financial Advisor in Franklin? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!