Legacy Financial Group

Legacy Financial Group is a financial planner in Albuquerque, NM, dedicated to helping individuals and families align their financial strategies with their most meaningful life goals. The firm specializes in personalized financial planning, investment management, retirement planning, and wealth preservation, serving clients throughout the Albuquerque metropolitan area. With a 5.00 rating based on customer reviews, the firm is recognized for its commitment to integrity, empathy, and long-term client relationships. Each client begins with a Legacy Interview, a foundational conversation designed to uncover personal values and aspirations, enabling the creation of a financial roadmap that supports a life of purpose and fulfillment.

The firm’s approach centers on the philosophy of “Living Your Dash,” a concept rooted in the belief that life’s true measure lies not in wealth accumulation but in how one lives, loves, and spends time. Legacy Financial Group emphasizes trust, independence, and fiduciary responsibility, ensuring that all advice and investment decisions are made in the client’s best interest. The team, led by Managing Partner Cris S. Giron, brings decades of experience, including expertise in retirement planning and asset management, with a focus on goal-based strategies that empower clients to achieve what matters most. The firm’s independence allows it to offer unbiased guidance without ties to specific financial products.

Located at 9400 Holly Ave NE, Building 4, the firm sits just a short drive from Paseo del Norte Boulevard Northeast and is situated near Rotary Park and Big Sky Hanglider Park, offering easy access from major regional routes. The office lies within a cluster of brown buildings, positioned south of the parking lot, with clear directions from the intersection of Ventura Street Northeast and Holly Avenue.

Known for its well-documented online presence and clean, search-engine-friendly website, Legacy Financial Group maintains a strong reputation for transparency and reliability. Clients consistently praise the firm’s personalized attention, clear communication, and dedication to helping them achieve life goals beyond financial metrics. The firm’s consistent focus on values-based planning and long-term partnership has solidified its standing as a trusted advisor in Albuquerque’s financial services community.

Legacy Financial Group stands out in Albuquerque as a firm that doesn’t just manage money, it helps clients live with intention.

Services:

• Estate Planning
• Investment Advice
• Legacy Planning
• Retirement Planning
• Wealth Management