Legacy Financial Group

Derek Ashworth 

on Google

a week ago

Gaea has been an incredible support to my family for many years. She is not only knowledgeable and trustworthy, but also genuinely caring. Over time she has become so much more than a financial advisor; she truly feels like part of our family, she has always made my mother and father comfortable and secure with their retirement. Her personal approach makes all the difference. She takes the time to understand our needs, explains everything clearly, and always makes us feel confident in the decisions we’re making. What means t... read more

Julia Pauels 

on Google

a month ago

Gaea has been our family's financial advisor for years, and we love the care and detail she puts into every one of our communications, meetings, and transactions. We can always trust her to have our interests in mind. 

Anita Garcia 

on Google

7 months ago

I have known Gaea for nearly 15 years. I have the upmost trust in her expertise as a financial advisor helping me meet my retirement goals. She is extremely knowledgeable and always has my best interest in mind. Not only has she advised me; she has also helped a family member with their retirements needs a well. I appreciate her timeliness and availability as she conducts annual reviews, and I appreciate her recommendations. She takes the time to explain the market and the economy. She is very personable and in tuned with he... read more

Paige O'Brien 

on Google

9 months ago

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

Marc Breault 

on Google

a year ago

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