Legacy Financial Group

9400 Holly Ave NE, Bldg 4
Albuquerque, NM 87122
  • 505.839.0224
  • 505.839.5373

Welcome to Legacy Financial Group!

Legacy Financial Group is a full service financial services firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service through Voya Financial Advisors, Insurance, and a full range of Employee Benefit Plans.

Since 1994, our mission has been to provide our clients with effective long-term asset and risk management. We have worked with clients from almost every school district in New Mexico and assisted individual clients and families. We have grown our managed assets to over 155 million by developing client relationships based on trust, knowledgeable professional advice, constant communication and prompt personal service. We assist our clients with setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

Our success is based on our avid commitment to research. We have equipped our business with advanced technology and information systems allowing us to provide our clients with personalized asset analysis, allocation and investment service. 

We are committed to providing each person with the tools and products necessary to help them and their families retire comfortably and leave a personal legacy.  

Please call us to schedule an appointment

(505) 839-0224 

We look forward to working with you!


Forms & Access

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Our Services

While developing a customized financial program, we will walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions.

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Meet Our Team

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