ABOUT US

Our History

While Legacy Financial Group was founded in 2009, the president of LFG, Brad Jerome, has been in the financial planning industry for over 15 years.

Legacy Financial Group was his dream: a dream to help each person achieve their unique goals and to provide servant-leadership to each client. We are dedicated to developing and maintaining lasting relationships with all of our clients and we look forward to the opportunity to serve you.

Our Philosophy

The mission of Legacy Financial Group is to provide client-focused financial leadership to each individual we serve... to help each client
"Dream, Build, Protect & Enjoy."

Dream

"A dream is a better future in need of an architect, who will show others how to make it a reality" - Ed Rowell. Everyone has dreams, but often we aren't sure how to achieve them, or we don't even believe they are possible. Legacy Financial Group can be the architect to help you build those dreams into a reality!

Build

"Building" means carefully creating & following a detailed, customized financial plan. It means implementing products, services and strategies to move you toward your goals & dreams. It means measuring the results and making appropriate adjustments to make sure you stay on track.

Protect

The most effective way to protect something is to pay attention to it. At Legacy Financial Group, we review with each client on a quarterly basis to identify potential threats against their goals & dreams or to identify opportunities to achieve them more efficiently, actively managing each portfolio on a proactive basis.

Enjoy

That part is up to you!

Find Us

Contact Us

Address: 8200 S SAGINAW ST.

SUITE 300
GRAND BLANC, MI 48439

Phone: 810-694-6500

Email Us

Hours

Mon: 8:00AM-4:30PM

Tue: 8:00AM-4:30PM

Wed: 8:00AM-4:30PM

Thu: 8:00AM-4:30PM

Fri: 8:00AM-4:30PM

Sat: By Appointment

Sun: Closed

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. View Form CRS

This communication is strictly intended for individuals residing in the states of CO, FL, HI, IL, IN, MD, MI, MO, NC, OH, PA, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: When you link to any of the websites displayed
within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

Our History

Our Philosophy

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