Franklin Legacy Financial, LLC

Franklin Legacy Financial, LLC is a Wealth Management firm in Oviedo, FL, located at 485 Silver Springs Dr. Founded in 2014, the firm provides personalized confidential financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The practice emphasizes a client-first approach, prioritizing integrity, diligence, and lifelong learning to help clients reach their financial goals. It holds a rating of 4.20 based on customer reviews.

Michael Franklin leads the firm with over 20 years of experience in the financial services industry. His background includes roles as a Client Services Representative with BNY Mellon/Pershing, a Sales Relations Representative with CNL Securities Corp., and a financial advisor with UBS Financial Services, Inc. He holds a Bachelor of Science in Health Services Administration from the University of Central Florida and maintains Series 66 and Life, Health & Variable Annuities licenses.

The firm utilizes a structured planning process focused on asset protection and wealth creation. Services include investment management across bonds, CDs, mutual funds, ETFs, private placements, and stocks. Insurance solutions cover life, long-term care, disability, and critical illness to protect income and provide estate liquidity. Financial planning addresses retirement, tax efficiency, debt management, and estate transfer, ensuring strategies adapt to clients’ changing needs and milestones.

The business maintains a positive rating from the customers who have reviewed it, reflecting the trust placed in its personalized service and experienced leadership.

Franklin Legacy Financial, LLC combines Michael Franklin’s two decades of industry expertise with a structured, goal-oriented planning approach to serve the financial security needs of Oviedo residents and local businesses.

The firm sits on Silver Springs Drive, approximately a third of a mile from Shane Kelly Bark Park and Shane Kelly Park, and about a half mile from Little Big Econ State Forest and Boonie Falls.

BizScoreAI awards the business a perfect 100 out of 100 for its Schema and Structure, ensuring AI assistants and search engines clearly understand the firm's services. The company also achieves a solid 76 out of 100 for its Technical score, which confirms the website is secure and readable for search engines without errors.