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Average of 54 Customer Reviews
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Review fromPam R
Date: 09/29/2023
5 starsPam R
Date: 09/29/2023
From the very first encounter with Legacy we could see the security that no one else had offered. We were listened to and most importantly heard by all the people at Legacy. Andrew wanted to make sure he answered all of our questions thoroughly and that we were comfortable with their company before we invested with them. We completely agree with Legacy’s approach to retirement investing. At our age we can no longer wait for the market to rebound. They are a serious team and I am sure they will be as courteous to everyone else just as they were with us. We thoroughly recommend saving your retirement money with this group. Andrew, Kellie and Dennis have all been wonderful.
Retirement Renegade
Date: 10/02/2023
Thank you *** for the very kind review! We are so excited for your future as it is very bright! We look forward to providing you the results you deserve in the decades to come! :)Review fromArt D
Date: 09/19/2023
5 starsArt D
Date: 09/19/2023
From the initial meeting at the movie to the handoff meeting yesterday, and every contact in between, we have felt welcomed and appreciated. Our interests and needs were the most important things to be considered. Andrew listed to our wants and desires and targeted a solution; he never “sold” us a product. I highly recommend this company…everyone associated with Legacy Builders/Retirement Renegade is top notch.Retirement Renegade
Date: 09/20/2023
Thank you so much *** for the awesome review! It means the world to us! It's been an absolute pleasure getting to work with you both. We appreciate your trust in us! We look forward to assisting you in the decades to come:)Review fromVicki K
Date: 08/27/2023
5 starsVicki K
Date: 08/27/2023
First, the fact that Andrew is a fiduciary meant something to my husband and me. We've found his entire practice easy to do business with, and we are convinced Andrew has been very transparent with us on the various options we have, what makes his firm's approach different and how he views retirement planning in terms of the pillars of his client's financial goals. The modeling of the platform they use is also very helpful in terms of seeing a full picture and being able to make adjustments based on changes in a portfolio or updated statements, etc. We also like his team. They're great and highly client-centric. Highly recommend.Retirement Renegade
Date: 08/29/2023
Thank you so much ***** for the kind review! It really means a lot! We look forward to serving you guys and providing the results you deserve in the decades to follow:)Review fromDwayne C
Date: 08/24/2023
5 starsDwayne C
Date: 08/24/2023
Retirement Renegade was very thorough in explaining every step of the process. We went in feeling iffy about our future and wondering if we would run out retirement funds. We left feeling confident the we would have retirement funds for our lifetime, as well as some to pass on. I would highly recommend this financial adviser.Retirement Renegade
Date: 08/29/2023
Thank you so much ****** for the kind review! We really appreciate it! We look forward to serving you in the decades to come:)Review fromSamuel O
Date: 06/16/2023
5 starsSamuel O
Date: 06/16/2023
Andrew first got my attention with his book The Joseph Strategy (quick read). I was a little skeptical at first, but I found Andrew to be genuine and we shared similar values. In working with him I never felt rushed and I was always encouraged to read all the information, ask questions and be a more informed client. Working with his team was super easy. I will definitely recommend Andrew to others. And in true Andrew fashion he's already recommended another book...super positive, always looking forward with good energy!Retirement Renegade
Date: 06/19/2023
Thanks ****! We always want to provide you with as much valuable knowledge as possible! We look forward to assisting you in your very bright retirement future ahead of you:)Review fromRoberta H
Date: 06/06/2023
5 starsRoberta H
Date: 06/06/2023
Andrew was incredibly helpful and kind. We never felt rushed, felt like he listened intently to what we wanted in our future. Our questions were always answered and we felt he was very knowledgeable in finance and retirement. His office is clean, staff so courteous, and their frothy coffee is delicious. I have recommended him to several friends already.Retirement Renegade
Date: 06/06/2023
Thank you ******* for the awesome review! It means a lot to us! We so appreciate you guys and look forward to serving you in the decades to follow:)Review fromSharon W
Date: 06/03/2023
5 starsSharon W
Date: 06/03/2023
Andrew goes the extra mile to ensure that I am comfortable with the financial plan he has designed. He spent extra time with me exploring different options so that I could feel safe and good about increasing my investment. He is always willing to take my calls and his staff is excellent - very helpful and pleasant.Retirement Renegade
Date: 06/05/2023
Thank you so much for the review ******! It means a lot! We look forward to taking care of you in the decades to come :)Review fromGJ J
Date: 04/14/2023
5 starsGJ J
Date: 04/14/2023
We first heard of Legacy Builders ( Andrew ) on the radio. Through his show, we learned a lot of the benefits of investing in annuities, including the certainty of having a good income at retirement from our investments. We met with Andrew and found him to be personable and extremely knowledgeable. He took his time with his presentation and answered all questions in great detail. We signed on with the plan Andrew laid out for us and are confident we will do well in our retirement.Retirement Renegade
Date: 04/18/2023
Thanks for the kind review **! We really appreciate it! We look forward to taking care of you both in the decades to come:)Review fromBarb L
Date: 03/27/2023
5 starsBarb L
Date: 03/27/2023
Andrew W****** of Legacy Builders is a very honest, kind man to do business with. I would feel comfortable recommending his services to my good friends, in fact I already have. Andrew’s staff is personable and welcoming. I have already increased my wealth by having Andrew handle my finances.Retirement Renegade
Date: 03/28/2023
Thank you **** for the kind review! We so appreciate it! It has been an honor serving you and we look forward to continually providing you the great service and results you deserve! :)Review fromSue E
Date: 03/17/2023
5 starsSue E
Date: 03/17/2023
Andrew and his staff were very warm and welcoming every time I was in the office from offering me homemade cookies or a drink to Andrew himself carrying a thank you gift to my car. Andrew was very thorough in explaining annuities and in comparing them with how I was currently investing my retirement money. The more I learned from Andrew, and from my own study on the internet, the more I knew I needed to make a change. I did and I now I don't worry about the down turns in the market.Retirement Renegade
Date: 03/20/2023
Come on ***!! I love that! No more worrying! Thanks for the kind review. We look forward to serving you in the decades to come:)
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