Legacy Financial Group

Legacy Financial Group is a financial planner in South Valley, NM, offering personalized financial guidance to individuals and families across the region. The firm specializes in investment planning, retirement planning, estate planning, insurance planning, and comprehensive financial strategy development. Serving clients from early career stages through retirement and beyond, Legacy Financial Group focuses on creating long-term, adaptable plans that align with evolving life goals. With a 5.00 rating based on customer reviews, the firm is recognized for its client-centric approach and trusted advisory services.

Rooted in a philosophy of loyalty and trust, Legacy Financial Group emphasizes a consultative process that begins with understanding each client’s unique aspirations. The team, led by Founder and CEO Erin G. Willis, who has over two decades of experience, prioritizes holistic financial planning over product sales. Willis founded the firm in 1997 with a mission to deliver client-first advice, free from commission-driven incentives. The team includes certified professionals such as Doug Potash, CRPC®, and others who bring expertise in retirement planning, tax strategies, and wealth preservation. Services include IRA and 401(k) planning, estate and insurance planning, and managing brokerage accounts, bonds, and annuities.

The business is located on Holly Ave NE in Albuquerque, NM, within a commercial building that serves as a hub for financial services. While no specific nearby landmarks are listed, the location is situated within a well-established business corridor in the northeastern part of the city.

Legacy Financial Group stands out for its long-standing commitment to personalized financial guidance, supported by a well-documented online presence and a website optimized for clarity and accessibility. The firm’s reputation is built on consistent, client-focused service and a proven track record of helping individuals achieve financial security. With deep expertise in retirement and estate planning, the firm plays a vital role in supporting South Valley residents in securing their financial futures.

As a trusted advisor in the Albuquerque region, Legacy Financial Group exemplifies thoughtful, enduring financial stewardship in a community where long-term planning is essential.