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The Wealth Legacy Group
- Financial Services
- San Diego, CA
About this business
Location details
4550 Kearny Villa Rd # 103, Ste 103, San Diego, CA, 92123, 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 |
RJ is a pure pleasure to work with. The confidence he fosters in conversations and his keen insights into complex matters sets him apart.
R.J. Kelly is truly one of a kind. He is the perfect combination of head and heart, professionalism, compassion and integrity. I highly encourage other business owners to take advantage of his expertise in so many areas: From wealth creation to distribution, from business to personal financial planning, and from tax mitigation to creating a true lasting legacy, R.J. Kelly is the best.
RJ got me $3.2M life insurance policy for our SBA loan. High integrity, easy to work with, and great expertise. Highly recommend RJ and his team.
RJ Kelly and I have know each other for over a decade, and I have come to appreciate the value of his experience and how he artfully integrates that in his analysis and advice to his clients, associates and friends. RJ assisted one of my closest friends about ready to realize a significant asset sale. RJ turned this infusion of cash deposited to a bank account to a life changing capital event that significantly increased the resources available to fund education, travel and charitable goals for my friends family. The referra... read more
Frequently asked questions about The Wealth Legacy Group
How is The Wealth Legacy Group rated?
The Wealth Legacy Group has a 5 star rating with 17 reviews.
When is The Wealth Legacy Group open?
The Wealth Legacy Group is closed now. It will open tomorrow at 9:00 a.m.
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