Your Financial Legacy - Gainesville (FL)

stephanie morale My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..

Geraldo Bandel Mrs. Willard and her staff, Mr Kyle, Ms Betty, secretarial personnel, are all awesome. Down to earth people, very knowledgeable. They make difficult stuff easy and digestible for you. I am an ER physician from Clewiston hospital, I always prepare my own taxes until this year when I got stuck with complex issues, 1099s, and so forth. They all made it easy for me. There is one thing that puzzles me up, I think they undercharged me somehow. I may need to pass by drop some pizzas on them. A wonderful experience, seriously!

Michael Larson This is the bank for you if you want to be more than a forgotten number! Jimmy and Faith go above and beyond! I cant thank yall enough for taking care of my family and I.

Wendy Compte Excellent, very professional service. Very friendly staff. I highly recommend them.

Just Me Jay Fishe has been doing my taxes for over 20 years. He is the best in my opinion. The entire Team is very helpful and always professional. You feel welcomed and cared for here. I highly recommend them. Thank you Legacy Financial for your services.