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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
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
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
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
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 at 8:30 a.m.