Legacy Financial Group

I opened up my 403b many years ago. Bobby makes sure to check in with me and is always available to answer any questions. He looks out for my best interest and makes suggestions based on my needs. Would definitely recommend him.

Bobby Motamedi helped me set up my 403B many years ago. He is always available to answer questions and responds to emails quickly. He is extremely patient and explains everything step by step. He looks out for me and gives me great advice. I have recommended him to my family and friends.

Bobby Motomedi has been my advisor for close to 20 years during which time he has always shown exceptional professionalism and knowledge. With his assistance, I was able to zero in on my financial goals and retire early, knowing that my investments were secure. He is the first person I recommend to all my friends & family!

I have been retired from teaching for 6 years and have had Bobby Motamedi manage my 403b for about 22 years. I have to say that he has been nothing short of "Fantastic." First, he is very experienced. He has been doing the management of 403bs for years. Second, he is very personable, he cares about his clients. He will talk to you about how things are going with genuine concern. Third, he is always available to his clients. You can always reach him and he always returns his calls. Fourth, if there is any pa

Feeling very confident as I am rounding the corner to retirement due to Bobby Motamedi. We have worked on my goal to be financially independent so I am able to enjoy traveling and personal hobbies the day I retire. 25 years ago I couldn?t predict how well my money would have grown. However Bobby knew, he has been a great financial coach and advisor. You don?t have to worry he will disappear, he has always been available in the 25 years of knowing him.

Bobby has been my financial advisor for over 10 years. He is extremely professional, widely informative, and most importantly, he swiftly responds to my texts/emails/calls. He always gives me sound advice while having my retirement interests in mind when we make adjustments. Highly recommend Bobby!

Bobby Motamedi has been my financial advisor for more than 10 years. He reaches out to me periodically to ensure that I increase my contributions in order to meet my financial retirement goal. Bobby is very responsive and quick to return messages and answer any of my questions.

Bobby has been an integral part of my finances for a very long time. He has been my financial advisor for close to 15 years. The first time I met Bobby he immediately gave me a sense of trust. He is extremely knowledgeable and provides excellent guidance in securing a financially stable retirement. His constant guidance and caring demeanor have always put me at ease when trying to navigate through Financial scenarios. Thank you Bobby so much!

Mr. Motamedi has been my financial advisor for many years. I can testify that Bobby has only been available whenever we needed advice. Our funds have been successful and safe. Bobby keeps in constant communication, relating to us of new opportunities along with a very comprehensive newsletter designed for all kinds of investors. I have enjoyed the retirement articles that help understand new trends. Its been a pleasure to have Bobby watching out for our hard earned funds that we may enjoy a relaxed secu

Bobby has been my financial advisor for over 15 years. He is very knowledgeable and has helped me select a retirement plan that works for me. I appreciate his financial advice and ability to answers my questions in a manner that is easy to understand.

We have been working with Bobby for over 10 years. We are confident that the suggestions and financial advice he gives, will benefit us in our retirement. Thanks to him we have made smart and stable investments for ourselves and our children. He is more than a financial advisor. Bobby makes personal connections with his clients. In turn, we as his clients feel safe and secure knowing that he will always guide us in the right direction.

I?ve known Bobby for well over a decade and he has been great at what he does. He has kept in contact and has been clear since I can remember. I have my full trust in him with my retirement options. He has been very clear and informative. Bobby has been communicative and very easy to reach. I hope to continue working with Bobby for years to come.

Bobby Motamedi is an outstanding Financial Planner. He has been my advisor for over fifteen years. He is professional, thorough and very knowledgable. Bobby is always readily available to have a conversation with me about my portfolio, he makes sure I understand and clearly presents all my options. Bobby Motamedi really cares about his clients and always has my best interest in mind. It is refreshing to work with someone who cares and is honest.

I have been working with Bobby for close to 20 years (!!) and he has always been professional and honest. He is easy to get a hold of and will quickly answer any questions I have. He was able to help me through career changes and what it meant for my account. I feel that he has my best interest at heart and wants his clients to succeed. Thank you!

Bobby Motamedi has been a fantastic financial advisor. We have been working together for a long time, and he always checks in to alert me to potential financial ideas to build my wealth. He is super professional and I never have any issues when I need to contact him. I have referred him to coworkers over the years, and I will continue to do so!

I have been working with Bobby Motamedi since 2014. As an educator, financial language is not my strong suit. Bobby clearly explained all retirement options with me and made me feel I was part of the process in my retirement planning. He is super responsive to phone calls and emails and has helped me navigate what to do with my retirement accounts when I changed school districts and states. I appreciate his knowledge and expertise and feel very confident with my planning due to his individualized help. Than

I?ve been with Bobby for many years. He always gives solid advice. So satisfied with his dedication to helping me with my financial needs.

Bobby is great! He is very attentive, easy to talk to, and explains things well. I never have a hard time getting ahold of him and if I ever email or leave a voicemail, he gets back to me in less than 24 hours. Most importantly for me, he always gently encourages me to contribute more to my retirement fund, but never pushes me or makes me feel uncomfortable in any way.

Bobby has provided continued support and guidance over the years. He?s very competent and knowledgeable. I very highly recommend him to anyone who seeks guidance in preparing for their future retirement.

Bobby Motamedi has been working to secure my retirement for years! He always has my best interest in mind, and I can count on him to be honest and straightforward about my financial planning. Bobby is also easy to talk to and trustworthy! Thank you, Bobby!

Bobby has been and remains an excellent retirement advisor. His dedication, integrity, responsiveness, and friendliness make him a trustworthy retirement advisor. He has answered my questions with knowledge, options, and wisdom. I highly recommend Bobby to anyone.

Bobby Motamedi has worked with both my wife and I since 2007. He has been very helpful, informative, and responds quickly with any concerns I have. I have never felt worried about my investments or any unusual activities. He is straightforward and takes his time to listen. Thank Bobby.

Bobby has been our financial advisor and retirement expert for almost 8 years. He is always very responsive, available, and patient in answering all our questions. We never felt pressured into buying any services unless we were well informed and certain that the package was right for me and my family.

I have been working with Bobby for about ten years. I am a single educator and was stressed out thinking about retiring at 65 and running out of money. Bobby helped me get more serious about my savings and showing me that I could save for retirement and still enjoy my life. As suggested by Bobby, I increase what I put into my retirement savings as my income increases. Bobby is great with answering all of my questions and giving me honest financial advice. The newsletters are pretty awesome too. Money is a

It has been a pleasure to have Bobby as our financial planner for over 20 years. Bobby has been there from the beginning guiding us and providing guidance to meet our financial and retirement needs. When we decided to remodel our house, send our first child to college, selling our investment property, and now sending our second child to a college, Bobby has provided his unbiased wisdom and expert guidance. Thank you, Bobby!

Bobby Motamedi is highly knowledgeable and an excellent advisor. His service is a phenomenal resource for my personal finances, as well as meeting the needs of our employees. Bobby makes himself available and responds expeditiously.

Bobby M. is professional, knowledgable, and dependable. He has given me excellent advice to help me make the best financial decisions for my family. He is serious about his clients and it shows by the attention he gives to my questions, whether big or small. I have peace of mind that I can trust his guidance and so happy with the service he provides!

I feel extremely fortunate that Bobby Motamedi became my financial planner twenty years ago. He knew I was very uncomfortable with the idea of investing my hard earned money into a 403b, mostly because I was so uneducated about the whole process. Bobby's confidence and expertise shined as he walked me through the process. He made sure I felt good about the decisions I was making and told me to contact him at any time with changes I wanted to make or questions I may have. True to his word, he has always made

I?m very happy to say that Bobby Motamedi has been and continues to be our financial advisor. He has helped us a lot over the last 15 or so years. He?s easy to talk to and clear on explanations. Thanks Bobby.

My husband and I have been working with Bobby Motamendi for many years and are super pleased. He is attentive to our questions and is always looking out for our best interest. He keeps us informed and up to date. Highly recommend.

Bobby Motamedi has been helping me with my retirement planning for several years. He is professional and knowledgeable, and honest financial adviser. Thank you Bobby!

For many years, Bobby Motamedi has been our family's trusted account manager and financial advisor and for good reason. Mr. Motamedi is not only knowledgeable, but dependable, professional, and patient. We know that we can count on him for our financial questions large or small. In this fluctuating market, it is good to know we have someone we can count on for financial guidance!

Bobby Motamedi is great at financial planning. He has solid advice. I wish I would have talked to him sooner. He really cares about your financial future. He responds quickly texts, calls, and emails.

Bobby is great at his job! He cares for all of his clients and patiently explains all of their options to best meet their needs. He is always available to explain and clarify different options for me and his other clients. I appreciate his hard work and his professionalism.

I worked with Sam Farhoumand to set up a retirement account a few years back. He made it really easy to understand what I was signing up for and the options I had. He wanted to make sure I was comfortable with what I was choosing and that it fit for me. I asked a lot of questions and he was very patient and explained things in terms I could understand! Ever since then I have gone to him to ask more questions and he is always prompt and polite. He has given me financial advice about things outside of the ser

Bobby is the best! He makes you feel like part of the family and always protected. He's helped my portfolio for almost 20 yrs! He's never led me astray. Thank you!

I have had Bobby as a loyal and trustworthy advisor for nearly 20 years. He?s always been there for me. He is friendly, funny and professional. Most importantly, he?s good at what he does. He is wonderful.

I have been working with Bobby for over 12 years. He is professional, and friendly, and always ready to answer my questions. He has pointed out many financial opportunities over the years.

With Retirement looming in the next few years I just want to say thank you to Arman Vafi . Arman has made me feel secure with my decision to retire and his help and guidance were a breath of fresh air. He was straight forward, clear and above all diligent in his help and speedy responses. Thanks Arman

Bobby M. has been a huge source of information and guidance through years of financial change. He is always patient and available and will find the answers to whatever questions you have. Definitely would recommend him to anyone needing to move through the financial maze.

My husband and I moved our retirement investments to LFG after feeling that our money wasn't being managed very well previously. Our advisor is Sam Farhoumand and he is awesome. He is very good at communicating and extremely patient with my requests for detailed explanations. The confidence we get when working with Sam has meant we have diversified our investments with him. He is quick to respond by phone or email and a really nice guy too. He has our trust, highly recommended!

Sam Farhoumand is awesome. I signed up 403b with Sam F. He explained information I need to know about 403b. He takes time in listening to your financial needs to be able to give you the correct advice. He is also VERY easy to reach; once you send him an email, within the day he'll call you. The products he offers are according to what he believes is best for you. He tells me straight forward what product is not right for me or my state of finances. I am grateful of Sam.

Sam Farhoumand gives excellent guidance with clear recommendations to help us reach our financial goals. We have worked with a few different financial advisors through other companies over the years and Sam is by far the best! He is readily available to answer questions and listens to our concerns. He is very encouraging and optimistic as well as we continue to work towards our retirement goals! Thank you Sam! It is a pleasure to work with you!

Been a customer for years. Bobby cares about your well-being and tries to do whatever's best for your retirement. Thank you for the stress-free retirement.

Mr.Motamedi has been a great financial advisor. He has been very professional and has kept me up to date on financial trends. I have never had any issues being able to contact Mr.Motamedi and he has been responsive to all my questions.

I started my 403b at the beginning of my teaching career 20+ years ago. I have worked with different financial advisors and always felt lost. For the first time, because of the way Mr. Motamedi explains things, I finally feel I'm on top of my finances.

I have been working with Legacy for three years now, specifically with retirement counselor Sam Farhoumand. Legacy (and Sam in particular) have made everything super easy and smooth, from discussing the appropriate amounts to set aside and when, to setting up the account, to staying in touch with monthly newsletters that include timely retirement and investing advice. And of course, they've also done a nice job investing my money wisely.

I've been working with Bobby for about 2 years and this guy knows his stuff! He truly guides you in the right direction as to what is best for you and he is always available to answer any questions or support you in your needs. Very satisfied with his service!

Bobby is the absolute best. He is always available to answer any questions and has given me peace of mind for my retirement.

I previously had my retirement account set up through my credit union. And while I love my CU for my banking needs, for retirement, it wasn?t working for me the way it does now with LFG. My broker is Sam Farhoumand and there?s literally never been an instance when he wasn?t immediately on the other end of a call or email, even dropping by (back when that used to be a thing!). My investments feel secure and it never feels like a bunch of banker bros playing fast and loose with my hard earned savings.

This has been a wonderful experience. Bobbi Motamedi is the absolute best to work with. Whenever I need financial advice, Bobbi is always there to give me sound advice.

Bobbi is very helpful and explains everything throughly and answered all of my questions. I would recommend working with him. He has helped me plan for my retirement.

Bobby Motamedi has gone above and beyond in order to help me with my account and plan for retirement. He is very helpful and I would highly recommend him to anyone.

I would highly recommend Legacy Financial Group! Bobby Motamedi is a friendly financial planner who has assisted me in planning for retirement.

I?ve been with Bobby Motamedi for years. He?s very personable and stays on top of my investments and changes in the market.

Bobbi is very knowledgeable and attentive. He has helped me keep peeace of mind with my retirement plan.

Bobby Motamedi is very thorough and knowledgeable with retirement questions and is very helpful with planning your retirement.

Bobby is great. I have been with him for years. Offering great financial advice.

I appreciated the patience in explaining the different option to invest and secure my retirement funds. I feel secure about what I chose and it added to my peace of mind. Thank you Arman for your guidance.

I really enjoy using the new web site. It is much easier to. Move around more quickly and easily. Things are easier to locate and I am very happy now, happier than. Before

Great service and has continuously help me with my finances. Sam, is always available to answer questions that I may have.

Always understanding to our needs. Responds promptly and diligently reviews info in order to help us make the best decisions.

Bobby is super supportive and responsive!

Bobby is helpful, knowledgeable and easy to talk with.

Bobby has helped me tremendously.