Thank you for taking the time to learn more about how I can help you reach your financial goals. I have been serving individual investors in the Hattiesburg area and beyond since 2007. I am originally from Laurel, MS. I married my high school sweetheart and we have three amazing kids.
I enjoy working with clients that can clearly define their goals. I want to understand what is important to my clients and to partner with them throughout their lives. Over the years, I have found that the key to a successful relationship between a financial advisor and a client is an open line of communication. My clients need to hear from me, and I need to hear from my clients.
If you are serious about your financial goals, you value professional advice and you want to work with someone that can help guide you through your journey, then let's sit down and talk.
A first appointment with me will consist of us getting to know each other and allow me to get an understanding of where you are and where you want to be. Rennette is my Branch Office Administrator and she keeps everything running smoothly in our office; she will be your primary point of contact. I look forward to getting to know you, to understanding what is important to you and to helping you reach your financial goals.
- Retirement Income Strategies
- Business Retirement Plans
- Portfolio Reviews
- Wealth Strategies
Phone NumberCharles H Legg II at (601) 271-7904
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
- Web Conferencing
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