Tina Cunningham The expertise of John Coleman and his assistant Lisa are exemplary. They were extremely astute to my needs and treated me with the utmost respect. Upon entering the office my husband and I were warmly, sincerely greeted by the front desk executive who ensured we were comfortable while waiting to meet with our financial advisor. The entire process of meeting with our financial advisor John Coleman was very comfortable and I would highly recommend him and his assistant Lisa to anyone for financial management and investment planning. Extremely trustworthy and knowledgeable.........
Dewane Shultz Highly reccomend!!!! Best tax office around. Karen will get you the best return and you couldnt ask for a nicer people , H&R has nothing on this place.
mark whittaker After a terrible and costly error by my old financial advisor. It cost me thousands and thousands of dollars and he didnt seem to care. . I moved on . to Max House he was extremely helpful and supportive . He is making more money for us than the old one also. I highly recommend him.
Sean Pendray As a professional financial advisor and legal settlement planner, I work with multiple trustee options nationwide for my clients, and none are more knowledgeable or responsive than Legacy.