Firm Profile

Legacy Partners provides financial services to individuals, businesses, fiduciaries and nonprofit organizations. The accounting, tax, and financial services we provide are tailored to the unique needs of each client, ensuring the best possible results and maximized returns.  

Our Commitment
We pride ourselves on client service, and treat our clients with courtesy, respect and integrity. Our experience and notable expertise ensure that your financial health is in good hands.

Our Record
Our consistent track record of uncompromising ethics, coupled with a high orientation towards detail, instills confidence and trust. We use cutting edge technologies to ensure up to the minute information from the financial world. This allows us to respond quickly, and give you the most relevant information and perspectives.

Legacy Partners is built entirely on referrals.  We value our relationships and look forward to building our financial futures together. 

2900 BRISTOL ST., SUITE C-203, COSTA MESA, CA 92626
(714) 540-9900 FAX (714) 540-9600