Legacy Financial Group

Legacy Financial Group is a financial planner in Albuquerque, NM, located at 9400 Holly Ave NE Building 4. It holds a 5.00 rating based on customer reviews.

The firm was established to help clients align their financial goals with what they value most, emphasizing that life is about more than money. Advisors at Legacy Financial Group are fiduciaries for advisory products, legally and ethically bound to act in the client's best interest. The firm is an independent financial planning firm and is not beholden to any one company. Through an initial Legacy Interview, the team helps clients realize what is truly important to them and their family. The process, called the Legacy Review, begins with understanding what is most important to the client, what they want to accomplish, and what they would like to leave behind. The goal is to apply true meaning to wealth and create a plan that empowers clients to lead a life with purpose.

Cris Giron is the Founder and Managing Partner of Legacy Financial Group. He began his financial planning career in 1995, helping university and public-school employees plan and save for retirement. His practice expanded to include individuals and companies across various industries, focusing on personalized goal-based financial plans and intelligent asset management. He holds the CPFA, Certified Plan Fiduciary Advisor designation. Cris lives in Albuquerque with his wife Kenda and their two daughters and two sons. He volunteers at Habitat for Humanity and Roadrunner Food Bank.

Edwin "Eddie" Fernandez is a Certified Public Accountant and carries the Personal Financial Specialist designation. He has over 25 years in the financial services industry, working with individuals, families, professionals, and business owners. Eddie helps clients make informed financial decisions based on their deepest held values. He grew up as one of eight children in Santa Fe. He is a devoted husband to his wife, Trish, and father to three daughters.

Legacy Financial Group is recognized for its positive standing among customers in Albuquerque. The firm provides personalized financial planning and asset management to help clients achieve their long-term objectives.

Legacy Financial Group is situated on Holly Avenue Northeast, just a short walk from Paseo del Norte Boulevard Northeast. The office is also near Rotary Park and Big Sky Hanglider Park.

BizScoreAI assigns a Performance score of 82 out of 100, which measures how quickly the website loads to keep visitors engaged and aid search engine ranking. The firm also holds a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page so the business can be recommended by AI assistants.

Services:

• Estate Planning
• Investment Advice
• Legacy Planning
• Retirement Planning
• Wealth Management