BEST FINCANCIAL ADVISOR/PLANNER
Investment Advisor Representative
Legacy Investment Services
10832 Laurel St, Suite 203 , Rancho Cucamonga, CA 91730
Years Won: 2019 (Best) 2018, 2017, 2016 (Favorite)
Many businesses say they treat clients like family. However, at Legacy Investment Services, that promise is a hallmark truly met. Founder Mark Sharifi, who grew up in Rancho Cucamonga, was inspired to create Legacy Investment Services because his grandmother had financially been taken advantage-of years ago: “That makes it very personal for me,” he says. For 21 years, Sharifi has helped local families and businesses toward customized, innovative financial strategies, solutions, and planning for financial clarity and security.
He and fellow planner Rami Tameez, each distinguished in their fields, are appreciated also for their generous community involvement. Among other things, Sharifi founded J&J Smiles Foundation, and runs T.O.U.C.H. Ministries for the homeless. A visit to the company’s extremely informative website is highly recommended. Be sure to look for Sharifi’s useful book – you can get a complimentary copy —
“Your Legacy: 10 Biggest Mistakes and How to Help Avoid Them.”