One Legacy Financial

One Legacy Financial One Legacy Financial is committed to providing an exemplary level of service, while continuously educating and empowering our clients to build a legacy.

Generational wealth starts with the legacy you create

The day has finally arrived, the IRS officially started accepting returns today. Are you ready to file?? Have you receiv...
01/24/2022

The day has finally arrived, the IRS officially started accepting returns today. Are you ready to file?? Have you received all of your required documents??

Not sure what you need, click the link in our bio to schedule your free 15 minute consultation or complete our new client questionnaire.

We also have options for those that may be looking to receive funds a little quicker. One Legacy Financial is offering Advance refunds up to $6000.

We excited about working with you this tax season.

“The ultimate measure of a man is not where he stands in moments of comfort and convenience, but where he stands at time...
01/17/2022

“The ultimate measure of a man is not where he stands in moments of comfort and convenience, but where he stands at times of challenge and controversy.” - Martin Luther King Jr.

Martin Luther King Jr Day!!!

Make what you do today have impact and purpose.

Happy New Year from One Legacy Financial!
01/01/2022

Happy New Year from One Legacy Financial!

Merry Christmas from One Legacy Financial! We hope that you enjoy this time with the ones you love. 🎄🎄🎄
12/25/2021

Merry Christmas from One Legacy Financial! We hope that you enjoy this time with the ones you love. 🎄🎄🎄

Black Friday is HERE!!!! One Legacy Financial is and we're offering 50% Off Onboarding fees for all services. No code is...
11/26/2021

Black Friday is HERE!!!! One Legacy Financial is and we're offering 50% Off Onboarding fees for all services. No code is needed.

On this day of Thanksgiving, we’re thankful for all of you. Take this time to enjoy your loved ones, and cherish the mom...
11/25/2021

On this day of Thanksgiving, we’re thankful for all of you. Take this time to enjoy your loved ones, and cherish the moments you have together.

Happy Thanksgiving from One Legacy Financial! 🧡🧡

Black Friday is 3 days away, are you ready? One Legacy Financial is and we're offering 50% Off Onboarding fees for all s...
11/23/2021

Black Friday is 3 days away, are you ready? One Legacy Financial is and we're offering 50% Off Onboarding fees for all services.

Head over to our website to get on our mailing list, so that you’ll be in the know on all of our promotions and specials.

Getting your finances in order is a priority, don't continue to live with a problem that has a solution. Get started tod...
11/23/2021

Getting your finances in order is a priority, don't continue to live with a problem that has a solution. Get started today! Click the link on our bio and make today the beginning of a better tomorrow. Your LEGACY won't create itself, it's all on you to get started.

One of the first steps to becoming financially stable, is to know where all of your money is going. If you don't know wh...
11/23/2021

One of the first steps to becoming financially stable, is to know where all of your money is going. If you don't know where your money is going, how can you manage it? Take the time to become familiar with creating a budget. If you're not familiar with creating a budget, or don't know where to begin click the link in our bio to schedule some time with us. We will take the time to explain the process of creating a budget, and help you create your own personal budget.

Black Friday is coming and so is One Legacy Financial with 50% Off Onboarding fees for all services.Head over to our web...
11/23/2021

Black Friday is coming and so is One Legacy Financial with 50% Off Onboarding fees for all services.

Head over to our website to get on our mailing list, so that you’ll be in the know on all of our promotions and specials.

Did you know that you can repair your own credit? Following simple steps can have you on the road to good credit. If you...
11/22/2021

Did you know that you can repair your own credit? Following simple steps can have you on the road to good credit. If you know your credit is in need of help, review your report and create a plan of action. If you're still confused or don't know where to begin, let One Legacy Financial help you get started. We have several programs that would fit your needs. Click the link in our bio to get started. We look forward to being apart of your journey!!!

If your credit score really starts with a 4, 5, or 6 schedule your consultation today. You don’t have to live with bad c...
11/21/2021

If your credit score really starts with a 4, 5, or 6 schedule your consultation today. You don’t have to live with bad credit, One Legacy Financial has the solution. Click the link in the bio to get started.

Address

1213 W. Morehead Street, 5th Fl
Charlotte, NC
28208

Telephone

+18003174940

Website

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