Legacy Financial Advisors
Legacy Financial Advisors
1508 Coffee Rd.
Suite D
Modesto, CA 95355
1508 Coffee Rd.
Suite D
Modesto, CA 95355
Personalized Financial Planning and Estate Planning and Retirement Planning
Social Security maximization, Life Insurance Planning, Investments, Trusts.
Social Security maximization, Life Insurance Planning, Investments, Trusts.
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Interview Q&A
How long have you been in business?
15 years
What is your primary product or service?
We guide people to a secure retirement and keep them there through Financial Planning, Social Security Maximization, Retirement Planning, Estate Planning, Investments, Life Insurance Plans, Trusts.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Became interested in the field of financial services while working at a related job. I went back to school and studied all of the required courses to pass the tests and qualify for designations of CFP(R), ChFC(R), CLU(R) and others. This was added to my having a bachelor degree in Business Management and spending several years in Real Estate Development.
How do you differentiate yourself from other businesses in your category and area?
I am committed to personal attention to the achievement of the financial and retirement goals of each client.
How many locations do you have and do you have plans to expand?
One location is enough though I make house calls for those who have difficulty leaving the home.
Provide detailed directions to your location
One block South on Coffee Rd. from Memorial Hospital on Briggsmore.
What type of payments do you accept?
Check or cash.
Which areas do you service?
The Counties of Stanislaus, San Joaquin, Calaveras, Merced and others if requested.
Who owns your company or runs daily operations?
Doug Hearon
What are your hours of operation?
9 to 5 Mon thru Thur, 9 to 4 Fridays, Any other time by appointment.
What is the best compliment anyone can give you?
A referral.
What is your favorite quote or Bible verse?
It is all about relationships.
15 years
What is your primary product or service?
We guide people to a secure retirement and keep them there through Financial Planning, Social Security Maximization, Retirement Planning, Estate Planning, Investments, Life Insurance Plans, Trusts.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Became interested in the field of financial services while working at a related job. I went back to school and studied all of the required courses to pass the tests and qualify for designations of CFP(R), ChFC(R), CLU(R) and others. This was added to my having a bachelor degree in Business Management and spending several years in Real Estate Development.
How do you differentiate yourself from other businesses in your category and area?
I am committed to personal attention to the achievement of the financial and retirement goals of each client.
How many locations do you have and do you have plans to expand?
One location is enough though I make house calls for those who have difficulty leaving the home.
Provide detailed directions to your location
One block South on Coffee Rd. from Memorial Hospital on Briggsmore.
What type of payments do you accept?
Check or cash.
Which areas do you service?
The Counties of Stanislaus, San Joaquin, Calaveras, Merced and others if requested.
Who owns your company or runs daily operations?
Doug Hearon
What are your hours of operation?
9 to 5 Mon thru Thur, 9 to 4 Fridays, Any other time by appointment.
What is the best compliment anyone can give you?
A referral.
What is your favorite quote or Bible verse?
It is all about relationships.
Contact Legacy Financial Advisors:
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