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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 |
Thank You so much... to Anthony and your team. With all the moving parts of a succession planning process, Advisor Legacy was vital in making a smooth process with their step-by-step approach. With the team's experience and expertise in guiding us, giving us more options and choices, and allowed us to focus on finding the best fit and putting my clients first.
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!
Key Management Group has a 4 star rating with 16 reviews.
Key Management Group is closed now. It will open at 9:00 a.m.
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