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Legacy at a Glance

Compensation Method:
Fee Only Financial Advisor

Founded:
2004

Certifications:
CPA, CFP®, Certified Mutual Fund Specialist

Education:
BBA and MBA from Emory

Minimum Investable Assets:
$0

Specialities:
Retirement Planning, Portfolio Construction, Construct Income Streams from Your Assets, Retirement Plan Distributions , College Planning, Estate Planning, Insurance Analysis, Cash Flow Planning, Annual Portfolio Rebalancing, Money Management

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LEGACY FINANCIAL ADVISORS LLC

3401 Enterprise Parkway, Suite 340-348
Beachwood, OH 44122
bcamaglia@lfafeeonly.com

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All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of Legacy Financial Advisors LLC, Barbara Camaglia, Principal.

Where serving your best interest is our only interest

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