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Polley Financial Group
Financial Planner in Tempe AZ
Areas of Expertise | financial planning | investment management | retirement planning | payroll services | tax planning | accounting services | college funding |
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Address
4500 S Lakeshore Dr
Tempe, AZ
85282 -
Contact
tel (480) 921-7706
fax (480) 967-4930
bob@polleyfinancial.com -
Map
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About
Welcome to Legacy Financial Group where we specialize in investment management, retirement planning, retirement income planning, inheritance, estate planning, 401k and IRA rollovers located in sunny Phoenix, Arizona. At Legacy Financial Group we do not represent a group of investment products, we represent you. You can rely on our advice to be in your best interest. We look for ways to save you money today and make your money work harder for you now and into the future. Our planning and investment management process is based on a number of factors. Our unique retirement income forecasting plays an essential role in determining your current asset allocation mode
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I've been doing this for 15 years
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Hours of Operation
Mon - Fri 9:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed