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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 |
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 have known Gaea since she was a young girl. When my previous financial advisor was going to be turning me over to a new agent, I heard that Gaea was working in this field and decided to give her a try. I am so glad I made that choice, that has been over 10 years ago now. Gaea has been a great helping me through every financial change with ease. I feel completely confident in her abilities, and appreciate and rely on her advice which is a comfort to me. The big plus, I get a wonderful visit filled with her positive energy ... read more
I’ve known Gaea for over a decade now . I met her through my parents as she was their financial advisor. She also worked with one of my sisters and her husband. Our family advisor! I figured if they put their trust in her, I would as well. We’ve been happy with her and followed her when she came to LPL financial in 2019 .Over the years she’s always proven to be caring, knowledgeable, and effective. Thanks Gaea !
Gaea came to me as a referral from a family member. The moment I stepped into her office I knew she was the perfect fit for me. She has always been so knowledgeable, kind, friendly, and helpful. Not only do we talk about my retirement goals, investments mix and portfolio, she’s also become a dear friend and someone that I can open up to about life and all that’s going on. I trust her fully and feel grateful and blessed to have her on my team. She is always up-to-date on the markets and has great advice as to how to keep me b... read more
"Gaea is an excellent investment and retirement planner. We have been working with Gaea for almost 10 years and have been very happy with the process and results. The things that impress us the most are the focus on developing and executing on a plan, the consistent and steady approach, and the personal attention that Gaea pays to changes in our lives and the impact they may have on the plan. Working with Gaea has been a wise decision and we trust her wholeheartedly to have our best interests at heart. Her wealth of knowledg... 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.