Financial AdvisorNocatee 5.0 (29)
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Financial Advisor in Northeast Florida
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Recent Google reviews
Chris and Emily are absolutely the best at what they do; financial and retirement planning! We answered an invitation to one of their informational dinners and decided, that evening, to follow up with Chris. Our first formal meeting sealed the deal. My wife and I both felt a deeper connection with Chris and Emily. It wasn't just business, it was the beginning of a journey to financial security into our retirement years. I have learned more about finance from Chris in a few weeks than I have from other professionals we've tried to work with over the years. We trust the Legacy Retirement Group with our life savings. Enough said.
I have worked with Chris for a number of years and always found him and his team to be very helpful in managing and explaining my financial planning as well as showing genuine care for my family.
Chris Morrison with The Legacy Retirement Group has been an enormous help in securing a retirement plan that fits our family's needs. He began with an assessment of our current status, factored in our future goals, calculated our risk tolerance, and spent time navigating our investment options. In the end, Chris created a trusted plan that aligns our goals with our retirement needs giving us peace of mind and confidence in our financial future. You won't find a more personable and professional advisor. Chris, Thank you for taking us in and treating us like family.
Working with a Financial Advisor is a decision based on trust. I got to know Chris Morrison and his team in one of his new customer events. Since the first moment Chris and his team gained my trust. We set up a meeting in his office and went through what The Legacy Retirement Group could offer to me. The process was very detailed and informative, and we set my personalized goals and strategy. I feel that I made the right decision to work with Chris and his team. I look forward to our profitable work together and my prosperous retirement. Thank you, Chris. Keep up the good work.
Chris Morrison of The Legacy Retirement Group assisted us in our retirement investment strategy. Not only did he thoroughly review our current financial position, he wanted to know what we expected in the future. We were very impressed how he could explain complicated issues using simple language that we could easily understand. He provided us with the best tools that you are comfortable with to create your financial plan for not only our current status but for our future. We would highly recommend Chris for anyone that is looking for assistance in the management of retirement assets to reach your goals.
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