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50 W Big Beaver Rd #175, Ste 385, Troy, MI, 48084, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Partnering with Advisor Legacy to sell my financial advisory practice was a fantastic experience from start to finish. From our first conversation, it was clear they understood both the emotional and financial weight of transitioning a long-built practice. Their team guided me through every step with professionalism, transparency, and a level of expertise that immediately put me at ease. What impressed me most was their ability to balance strategic insight with genuine care. They took the time to understand my goals, prepare... read more
VERY PROFESSIONAL AND EFFICIENT. COULD NOT HAVE COMPLETED THE PROCESS OF TRANSFERRING MY PRACTICE TO MY SON WITHOUT THIER KNOWLEDGE. THEY MADE THE WHOLE PROCESS EASY AND SIMPLE. I WOULD RECOMMEND ANY ADVISOR SELLING A FINANCIAL PLANNING PRACTICE TO ENGAGE ADVISOR LEGACY SERVICES.
I received thorough, accurate, honest, and valuable feedback throughout the entire process. They eliminated any potential guesswork. Follow-up was prompt and follow-through was consistent. They delivered professional expertise in a manner that felt approachable and comfortable. Great experience!
As a financial advisor focused on growing my practice, I recently partnered with Advisor Legacy to negotiate and finalize a practice acquisition—and the experience was outstanding. Their team demonstrated exceptional professionalism, industry expertise, and a deep understanding of the unique challenges and opportunities in financial planning. From start to finish, Advisor Legacy provided clear guidance, strategic insight, and transparent communication. They made a complex process feel smooth and manageable, ensuring that the... read more
Key Management Group has a 3.9 star rating with 15 reviews.
Key Management Group is closed now. It will open at 9:00 a.m.
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