Keith has the BEST knowledge ever about any kind of medical insurance option available. He keeps up with all the changes and is very helpful and responsive
Diverse Strategies, not a one size fits all.
Diverse strategies and not a one size fits all office. They do their own research and advise other advisers.
I appreciate the fee-only service that is offered by Mersereau & Lazenby. The simplicity and transparency of fees is comforting.
First Class All The Way
Kathy Johnson was recommended to my family about two years ago. After meeting with Kathy, I was confident that my family's ever changing financial needs would be in good hands. Kathy has continued to impress us with her exceptional professionalism and attentiveness to our needs. Not only has Kathy consistently saved my family time and money at tax time, but she has also provided my family with a peace of mind by helping us develop and maintain a solid financial strategy that is tailored specifically to my family's financial goals and needs.
Integrity and Honesty
Chris Staples of this group is a close personal friend of mine. In everything he does, he operates with integrity and honesty. And he sincerely cares for those that come to him needing financial management - he'll keep your best interests at the forefront. Legacy will be the first place I go to if I need financial services.