LPL Financial Logo
Today's Date:
Thursday, September 24, 2020
LPL Financial Logo
Today's Date:
Thursday, September 24, 2020
Home of the Retirement Geeks

Mission and Vision

Retirement Geeks Mission

To achieve client life goals by providing financial consulting services that continually exceed expectations.

Retirement Geeks Vision

To provide the best in financial consulting, allowing clients to maximize their happiness and live their legacy now.

Disclaimer

Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Indiana, Iowa, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, South Carolina, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.
©2007-2020 Legacy Life Group, Inc. dba RetirementGeeks.com

Contact

RetirementGeeks.com
2840 Plaza Place
Suite 206
Raleigh, NC 27612

Local: 919-881-2850
Toll Free eFax: 800-785-1070
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