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 * Home
 * About Us
 * Services
   * Personal
   * Insurance
   * Business
 * Resources
   * Social Security Administration
   * Internal Revenue Service (IRS)
 * Contact

Menu
 * Home
 * About Us
 * Services
   * Personal
   * Insurance
   * Business
 * Resources
   * Social Security Administration
   * Internal Revenue Service (IRS)
 * Contact

Schedule a Call
 * Home
 * About Us
 * Services
   * Personal
   * Insurance
   * Business
 * Resources
   * Social Security Administration
   * Internal Revenue Service (IRS)
 * Contact

Menu
 * Home
 * About Us
 * Services
   * Personal
   * Insurance
   * Business
 * Resources
   * Social Security Administration
   * Internal Revenue Service (IRS)
 * Contact


INVESTING IN YOUR FUTURE, TOGETHER.


Schedule a Call




OUR EXPERTISE

Our range of services is comprehensive


PERSONAL

Legacy Financial Group provides individuals and families with top-tier products
and creative services to help them grow, protect, and conserve their finances
through all stages in life. Taking into account your needs, goals, and tolerance
for risk, we will work with you to bring clarity to what you want to achieve and
how to get there.


INSURANCE

The team members at Legacy Financial Group are trained professionals who can
help you identify your financial needs and then determine which financial and
insurance products can best help you meet your objectives.


BUSINESS

Here at Legacy Financial Group we offer a wide array of services to help
business owners address their financial needs at every stage of the business
life cycle. Taking into account their personal values and financial goals, we
create and execute customized strategies to help entrepreneurs meet their
objectives.




INTRODUCING OUR TEAM




RICKY DUKES


MELISSA DUKES


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Clients Served
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Financial Plans


DR. ADAM CHAPANNELI


PSYCHOTHERAPIST, MEDINOVA HOSPITAL IN CALIFORNIA

Hi there! I’m a psychotherapist in designation and working in this field for
more than 7 years. Before joining here I’ve worked on two mental health care
center’s. I can help you by putting other perspectives on your problems. If you
need assistance, make an appointment right away.
Get Started



FLEXIBLE PRICING FOR EVERY SESSION

Choose the right session packages for your well-being


INDIVIDUAL

$120
Per Person Per hour
 * Pay per Session
 * Pay per Session
 * Pay per Session
 * Pay per Session


COUPLE

$200
Per Person Per hour
 * Pay per Session
 * Pay per Session
 * Pay per Session
 * Pay per Session


UNLIMITED

$300
Per Person Per hour
 * Pay per Session
 * Pay per Session
 * Pay per Session
 * Pay per Session


WORDS FROM HAPPY CLIENTS

Hear from hundreds of patients who have received support and care

Lizzie Rose

Mid-Stage Professional

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Working with this team has been a game-changer for my financial future. They
helped me set realistic goals and provided a clear action plan. Now, I feel more
confident about my retirement. Highly recommend their services!

Barbara Cotilla

Near Retirement

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As a young professional, I was clueless about managing my finances. The expert
guidance I received was invaluable. They made everything simple and
approachable. Thanks to them, I’m on a solid path to achieving my financial
goals.

Adem Smith

Early Career Professional

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Approaching retirement was daunting until I found this amazing team. They took
the time to understand my needs and crafted a plan that gives me peace of mind.
I can now look forward to a secure and comfortable retirement.

Lizzie Rose

Mid-Stage Professional

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 * 
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Working with this team has been a game-changer for my financial future. They
helped me set realistic goals and provided a clear action plan. Now, I feel more
confident about my retirement. Highly recommend their services!

Barbara Cotilla

Near Retirement

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 * 
 * 
 * 
 * 

As a young professional, I was clueless about managing my finances. The expert
guidance I received was invaluable. They made everything simple and
approachable. Thanks to them, I’m on a solid path to achieving my financial
goals.

Adem Smith

Early Career Professional

 * 
 * 
 * 
 * 
 * 

Approaching retirement was daunting until I found this amazing team. They took
the time to understand my needs and crafted a plan that gives me peace of mind.
I can now look forward to a secure and comfortable retirement.

Lizzie Rose

Mid-Stage Professional

 * 
 * 
 * 
 * 
 * 

Working with this team has been a game-changer for my financial future. They
helped me set realistic goals and provided a clear action plan. Now, I feel more
confident about my retirement. Highly recommend their services!

Barbara Cotilla

Near Retirement

 * 
 * 
 * 
 * 
 * 

As a young professional, I was clueless about managing my finances. The expert
guidance I received was invaluable. They made everything simple and
approachable. Thanks to them, I’m on a solid path to achieving my financial
goals.

Adem Smith

Early Career Professional

 * 
 * 
 * 
 * 
 * 

Approaching retirement was daunting until I found this amazing team. They took
the time to understand my needs and crafted a plan that gives me peace of mind.
I can now look forward to a secure and comfortable retirement.




CHANGE YOUR LIFE


START YOUR PATH TO CLARITY. SCHEDULE AN INTRO CALL WITH OUR TEAM.

Schedule a Call

Whether you’re just starting your career, at mid-stage or near retirement, let’s
plan a conversation to share ideas about your future.


OUR COMPANY

 * Home
 * About Us
 * Services
 * Contact


SERVICES

 * Personal
 * Insurance
 * Business


CONTACT


PHONE

(704) 284-9192


EMAIL

connect@lfinancegroup.com

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© Copyright 2024. The Legacy Financial Group All rights reserved.
 * Disclosures
 * Customer Relationship Summary
 * Privacy Policy

For more information about NYLIFE Securities LLC and its investment
professionals, click here.