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Legacy Oak Financial Services

By Sydney Decker Mar 28, 2021 | 1:42 PM

With the increasing complexity of today’s financial markets, the need for a financial advisor has never been greater. Someone who listens to your concerns, understands what is important to you, and then helps you to develop a plan to reach your goals while addressing the potential risks along the way.

The mission of Legacy Oak Financial Services is to enable our clients to achieve their financial goals through objective planning and stewardship.

Since 1994, Ray has been involved in the Financial Services Industry as a Financial Advisor, Manager, and Regional Trainer. Through these roles he has been involved in training hundreds of advisors and working with a broad range of clients.

This background has afforded him a unique mix of knowledge and experience that he now offers to his clients. He holds an Accredited Investment Fiduciary (AIF®) designation granted by fi360 and a Charter Life Underwriter (CLU®) designation granted by the American College of Financial Services.

Please call now for a complimentary initial consultation.

Securities offered through Sigma Financial Corporation, member FINRA/SIPC.

Investment Advisory products are offered through Sigma Planning Corporation, a Registered Investment Advisor.

Legacy Oak Financial Services is not affiliated with Sigma Financial Corporation and Sigma Planning Corporation.