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Legacy Financial Advisors | Ohio Fee Only Financial Planning

Where serving your best interest is our only interest

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Updated website. Same quality of service.

January 23, 2016January 25, 2016Barbara Camaglia
Our website is now accessible across different devices, much like we are accessible to our clients. Once in a while, we will share READ MORE ››

Choosing the right Financial Advisor

January 10, 2016January 25, 2016Barbara Camaglia
The Criteria for Choosing a Financial Advisor is CCOPR; it sounds like COPPER but it is gold to you. READ MORE ››

Legacy’s Seven Distinguishing Points

January 5, 2016January 25, 2016Barbara Camaglia
We understand that you have many choices when it comes to financial planning. Here’s what sets us apart. READ MORE ››

Legacy Financial Advisors Primer

January 4, 2016January 25, 2016Barbara Camaglia
Legacy Financial Advisors is a fee-only financial planning and investment advisory firm that provides the planning and investment advice you need at a READ MORE ››

Legacy at a Glance

Compensation Method:
Fee Only Financial Advisor

Founded:
2004

Certifications:
CPA, CFP®, Certified Mutual Fund Specialist

Education:
BBA and MBA from Emory

Minimum Investable Assets:
$0

Specialities:
Retirement Planning, Portfolio Construction, Construct Income Streams from Your Assets, Retirement Plan Distributions , College Planning, Estate Planning, Insurance Analysis, Cash Flow Planning, Annual Portfolio Rebalancing, Money Management

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LEGACY FINANCIAL ADVISORS LLC

3401 Enterprise Parkway, Suite 340-348
Beachwood, OH 44122
bcamaglia@lfafeeonly.com

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All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of Legacy Financial Advisors LLC, Barbara Camaglia, Principal.
Where serving your best interest is our only interest
 

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