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A Holistic Coaching & Investment Firm

Daniel Williams

Client Services Director,

Administrative Assistant

Daniel has a passion for people and finance and has had his hand in various aspects of finance for over 10 years. He is currently a music business student at Drexel University and joined Legacy Builder Group in 2020 to provide administrative support and client services. His creative spirit provides great insight in the areas of business strategy development and marketing.

Daniel loves connecting with new people and spends much of his time doing so through his love for music and personal development.

Daniel

A Holistic Coaching & Investment Firm

We believe that each individual has unique value that contributed to the betterment of society. This includes each of us at Legacy Builder Group. Our advisors went through an extensive process to identify their unique value (superpower) and learn how to best serve you: 

"My Unique Value is being open to the complexities of self in order to guide others to a fuller understanding of the world around them"

CALL

Office: 866-664-6711

 

MAIL

3540 Crain Highway, Suite 463

Bowie, MD 20716

LOCATION

(By appointment only)

700 Pennsylvania Ave, SE

Washington, DC 20003

CONNECT

info@legacybuildergroup.c.com

  

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Fee-based financial planning and investment advisory services are offered by CSP Financial Group, LLC a Registered Investment Advisor in the States of Arizona, California, Maryland, New York, Pennsylvania, Texas, Washington D.C., and West Virginia. CSP Financial Group, LLC also recommends Insurance products and services. Legacy Builder Group, LLC is not affiliated with CSP Financial Group, LLC insurance services.

© 2020 by Legacy Builder Group, LLC