Organization Description

We are a full-service financial services firm Headquartered in Round Rock. We have been around for 20 years with a Servant’s Heart focus on client representation and our work. Our service model is a role model that others strive to achieve. We are recognized in the top tier of branches for LPL Financial – the largest independent Financial Services Company in the United States with over 32,000 representatives. We diligently work to provide proactive service to address needs of many groups from large corporate groups to start-ups working from their garage. We work to connect through our years of experience solutions for our clients to help them succeed. Thinking outside of the box is a given for us. Let us find the path for your company to allow it to reach more households and impact many lives.

Exclusive GWC Offer(s)

We offer a free initial review of client portfolios. The review consists of identifying paths that offer tangible solutions. Come talk to us to see what might be out of the box for your group.

How to Redeem Offer(s)

Send us a note to main@legacyoakfinancial.com to set up a time for a review.