LEGACY RETIREMENT ADVISORS CELEBRATES 10 YEARS IN BUSINESS
PASO ROBLES, September 01, 2010 – Legacy Retirement Advisors, a retirement planning & investment services organization in the Paso Robles area, celebrates its 10 years of service for the community. The firm specializes in helping local residents meet their unique retirement needs, through comprehensive planning and investment recommendations. The Financial Advisors at Legacy Retirement Advisors are affiliated with LPL Financial, the nation’s largest independent broker/dealer*.
(As reported by Financial Planning magazine, June 1996-2010, based on total revenue.)
“We are pleased to be part of this community and look forward to continuing to support it with high standards of service and thoughtful, personalized financial advice,” says Jennifer Langstaff, LPL Registered Principal and co-owner. “We are celebrating the entire month of September with free retirement reviews, special educational workshops and client events. We will also have a special raffle of two (2) complimentary adult passes to Hearst Castle during the month of September.”
Legacy Retirement Advisors has several associates dedicated to helping retirees and pre-retirees achieve their financial goals for independence and protection. In addition to a broad range of skills and experience, many of the firm’s associates have earned advanced insurance and professional designations.
Jennifer Langstaff has been a member of the industry for over 18 years, with particular expertise in Retirement Planning. Active in industry organizations, she is a member of Paso Robles Chamber and president of a local chapter of Business Networking International. She has also been active in the community through the PRWCA, Paso Robles Children’s Museum, Quota Club International, Paso Robles Library and Trinity Lutheran School. A Graduate Estate Planning Consultant, Jennifer holds Series 6, 63, 65, 7, 24, & 36 securities registrations through LPL Financial and is registered to transact business in the states of CA, MI, UT, FL, HI, AR, TN.
In recognition of its exceptional service to clients and highly successful support of the company and production level, the Paso Robles office has been honored with LPL Financials Freedom Club recognition for the each of the past 10 years.
To schedule a complimentary financial planning consultation or to find out more about their September events, call 805-226-0445. To learn more about Legacy Retirement Advisors and how its members can help you with your financial goals, visit their web site at www.LegacyCentralCoast.com.
