FAVORITE FINCANCIAL ADVISOR
Investment Advisor Representative
Legacy Investment Services
10832 Laurel St, Suite 203 , Rancho Cucamonga, CA 91730
Years Won: 2018, 2017, 2016 (Favorite)
First and Foremost, I would like to thank my clients and readers who voted for me as the Inland Valley Daily Bulletin’s 2017 Favorite Financial Advisor.
My main focus is on helping my clients navigate the ever-changing financial environment with sound recommendations and innovate concepts that are easily understood. I believe in educating the general public on financial planning techniques that can be used to generate retirement income, reduce taxes on retirement account, and offer protection from market instability. I know it can be frustrating and intimidating to navigate the financial waters alone and that is why I focus on helping families effectively prepare for retirement.
Thank you again for your vote of confidence and I look forward to a successful 2017.