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Legacy Financial Group
- Investment Service
- Ventura, CA
About this business
Since she started her career as a financial advisor in 2010, Gaea Verneris, founder of Legacy One Financial, continues to evolve her practice and the way she works with clients. She takes a holistic approach by educating and guiding others to work towards their individual and financial goals. Everyone has different dreams and desires for their future and Gaea has found a passion for helping people find that link between their resources and dreams. She strives to understand what is important to you, as a client, and engages i... read more
Location details
965 East Main Street, Ventura, CA, 93001, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 4:30 p.m. | |
| Tue | 8:30 a.m. to 4:30 p.m. | |
| Wed | 8:30 a.m. to 4:30 p.m. | |
| Thu | 8:30 a.m. to 4:30 p.m. | |
| Fri | Closed | |
| Sat | Closed | |
| Sun | Closed |
I have worked with Gaea for over 15 years as my financial advisor supporting me towards my financial planning and retirement goals. During this time Gaea has helped me rollover multiple 401k plans, and coached me on appropriate investment trends to align with my long term goals. Additionally, now that I am a single mom, I was provided great information about the right life insurance and long term care savings plans for me that aligns to my income earnings today with the maximum return. At 43 years old, I no longer fear retir... read more
Gaea’s approach is refreshingly soul-aligned, reflecting a genuine commitment to her clients’ well-being and success. She takes the time to understand your unique needs and goals, offering insights that are both practical and deeply aligned with your personal values. It’s clear that she genuinely wants the best for those she serves, and her personalized, attentive service makes working with her a standout experience. I’ve been a very happy customer and thrilled with how my portfolio has been doing. If you’re looking for a f... read more
I knew Gaea personally for several years before she became my financial advisor, but that is not why I selected her. Having someone guide and help manage your financial security is a big decision and it is no more crucial for me personally now that I have chosen to do strictly volunteer work. That means, what I do have really needs to work for me and be managed properly. The years of knowing Gaea I’ve never seen anyone take their job and clients as seriously as she does. She has a tremendous work ethic and always seeks to le... read more
Gaea has been my Financial Advisor now for over 10 years and our relationship has continued to grow and blossom over time. What I most appreciate about Gaea, is that over the years I have worked with her, I have become well informed and educated about my portfolio and the different choices available to me. She works with me on various types of retirement accounts, as well as my personal savings. Gaea does not only care about my money, but she cares deeply about me as a person, always asking about my personal well-being, life... read more
I have known Gaea Verneris for many years and have watched her life change and grow. Gaea has always been driven by an inner desire to be creative, knowledgeable, of service, and personally successful. It’s my good fortune to have stayed in the vicinity of that growth, which now serves me and wife so satisfactorily. As our financial advisor, Gaea provides us with uncompromising service. When we communicate with her we know she will be full of ideas to help us enhance the strength of our portfolio. But, in addition to having ... read more
Frequently asked questions about Legacy Financial Group
How is Legacy Financial Group rated?
Legacy Financial Group has a 5 star rating with 28 reviews.
When is Legacy Financial Group open?
Legacy Financial Group is closed now. It will open on Monday at 8:30 a.m.