Financial Legacy

Financial Legacy is a financial planner in Chesterfield, MO. This independent advisory firm provides comprehensive financial advice to clients throughout the United States, focusing on individual assistance and tailored solutions. The firm specializes in constructing balanced investment portfolios, developing insurance plans, reviewing retirement and estate plans, and initiating strategies for college funding.

The team at Financial Legacy Associates, LLC is comprised of independent professionals dedicated to a philosophy of personalized service and active listening. Advisors such as Peter R. DeLuca, CFP®, who has served the financial services industry since 1987, provide education and analysis to help clients avoid common financial pitfalls. The firm utilizes relationships with national investment and insurance companies to provide unbiased solutions. Their approach includes reviewing retirement plans, potential tax reduction strategies, and the development of comprehensive financial plans to help clients build and preserve assets.

The office is located on Swingley Ridge Road in the heart of Chesterfield. The location is a short walk from the United States Postal Office and is situated near the intersection of Olive Boulevard and Clarkson Road. The business is also positioned near the Avenue of the Saints and is a short drive from the Chesterfield City Hall and the Chesterfield Police Station.

Financial Legacy is recognized for its commitment to providing highly personalized service and its focus on the unique needs of every client situation. The firm stands as a dedicated resource for those seeking disciplined, informed decision-making to achieve their long-term financial goals.

Financial Legacy provides professional, independent financial planning to help residents and clients across the country secure their economic futures in Chesterfield.