Phone: 601 684-0170


Legacy Investments and Financial Planning, LLC is a full service financial planning firm dedicated to simplifying the increasing complex financial needs of families in Southwest Mississippi.  We believe families in this area should have all the services available in larger cities.

We do this through extraordinary attention to detail, timely advice, communication and outstanding service levels.  We are not your typical financial advisor.  We do not wait for opportunities to arise for our clients, we create opportunities.

Our clients engage our firm for financial planning, investment management, insurance analysis, and retirement plans for their business.  We operate on a fee or commission basis.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: GA, LA, MS. 

We are licensed to sell Insurance in the following state(s): LA, MS.

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