Best Financial Planning Company
Legacy Investments Services, LLC
10832 Laurel St, Suite 203,
Rancho Cucamonga, CA 91730
ph: 909.948.0700 or 800.977.4030
hrs: Monday–Friday 8 a.m.-5 p.m.,
Saturday by Appointment Only
Years Won: 2021 (Best)
Our mission at Legacy Investment Services, LLC is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. We help individuals not only get to retirement, but more importantly, through retirement. We pride ourselves on life-long relationships with the upmost integrity and honesty for our client’s needs.
Founder’s Mark Sharifi and Rami Tameez provide investors with custom-tailored investment strategies to meet short- and long-term needs. Our goal is to help our clients realize their financial dreams by helping them build and maintain their financial plan.
We empower you to educate yourself in today’s navigate complex financial world. We help customize a plan to fit your individual and family needs. Simply put, we strive to help preserve and grow your assets for today so that you can leave a legacy for tomorrow.