Best Financial Services in Lexington

Legacy Consulting is our "go-to" place for taxes. We have also met at times with David and his staff to discuss our overall financial plans and strategies. They have tools that quickly and precisely show us our financial position that helps us prepare for the future. Phyllis always greets us up front and has our paperwork organized and orderly. We appreciate David's newsletters which keep us in touch thruout the year. The whole staff is friendly and willing to help!

David, Joseph, and everyone at Legacy is amazing! They are very responsive, patient and knowledgeable. They stay up to date on all the tax laws and ask great questions to make sure I get all the information they need to do the best job possible. Awesome tax accountants and even help plan for the future.

We absolutely love working with Legacy Consulting Group. They've been like family these past few years and we know we can depend on them to answer our most difficult tax questions. I don't think you'll find anyone better than this team.

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I have had the pleasure of working with Legacy Wealth for years. I have always had the most professional experience with everyone at this firm. The staff was excellent. Always answered my questions and explained to where I could understand it. I highly recommend Legacy Wealth.

My experience with Legacy Wealth has always been very professional and they have always met my needs. John Davis is always available as well as the staff. I highly recommend Legacy Wealth Managment.

John Davis has helped me manage my accounts for several years and he has always been very professional and responsive! I would recommend him to anyone that could use financial advice or management.

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Zack and his team have been wonderful to work with. My family and I feel so fortunate to have Zacks’s guidance and expertise when it comes to our finances. He has helped to take the stress out of navigating the financial world and the many options out there. We appreciate his personal caring and attention to the details and uniqueness of our situation and family. We know that his advice on the next best steps for our family comes with our best interests at heart. Zack and his team have always been very timely, available and patient with any questions we have. We feel so much relief having a solid plan for our current and future finances and we have only Zack and his team at ABRI to thank for that! We would recommend him without question for anyone looking for a financial planner.

My wife and I met Zack and his team in late 2019 based on a referral from a friend and quickly began to learn about opportunities for near term and long term financial planning that we didn't know were available to us. I really appreciated the willingness to meet us at our level of financial literacy and explain principles to us with just the right level of detail. Deeper questions were met with thoughtful responses, and nothing felt rushed. And based on Zack and team's timeliness and efficiency, once we were able to reach a decision about next steps, the implementation was always seamless.

I have really enjoyed working with Zack and his team. His patient explanations and expertise help my wife and I feel in good hands financially. He cares about more than just our dollars, he has worked to give us clear plans with our unique goals and situation. Zack makes each client feel like his most important one!

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