The Legacy Group, Ltd.

Specialties

The Legacy Group, Ltd. is a full service, fee-​only investment advisory firm located in Salem, Oregon. At The Legacy Group, Ltd., we provide portfolio management and financial planning designed specifically for you. Our services include retirement and investment planning, risk management, and wealth accumulation. Through a confidential advisory relationship, we will help you chart a course that seeks to achieve your long-​term goals and financial objectives.

History

Established in 1982.

The Legacy Group, Ltd. was founded in 1982 by Ron LeBlanc, CFP®. In 2004, he was joined by Ray Sagner, CFP®, who has been in practice since 1998.

Meet the Business Owner

W. Ray S.

Business Owner

Ray Sagner, CFP®, is associated with the Legacy Group, Ltd, a Registered Investment Advisory and financial consulting firm. In practice since 1998, he has special expertise in investments, estate planning, business succession strategies and retirement planning. Services are offered on a Fee-​Only basis. This means that no commissions are accepted. Ray works with the firm’s clients to build and enhance their wealth in the most prudent, cost-​effective manner possible. «Guiding wealth along the path of greatest good» is not just the company’s motto, it is our mission.