Your Local Idaho Financial Partners
Legacy Financial Group is proud to serve families and business owners across Southeast Idaho. Select your nearest office below to meet your local advisory team and start your journey toward financial clarity.
Our Southeast Idaho Offices
We believe financial guidance is best delivered face-to-face. Whether you visit us in Preston or Pocatello, you’ll find a team dedicated to your family’s long-term success.
Preston Advisory Team
Home to our founding team, our Preston office serves the Cache Valley community with integrity and a focus on multi-generational legacy planning.
Pocatello Advisory Team
Conveniently located to serve the Gate City, Jaden and his team provide the same education-first approach that defines the Legacy Financial brand.
Deep Roots in the Community
We aren’t just financial advisors; we are your neighbors. We are proud to support the local schools, charities, and community events that make Idaho a great place to live.
What Your Neighbors Are Saying
From our very first meeting, Larry had my best interests at heart. He got to know our family, our needs, and our goals. Then, he put them into action.
He recovered our losses and started us off on a road toward accomplishing our financial dreams.
Taci Watterson-Balls
Can't Make it Into an Office?
We offer virtual consultations for clients throughout Idaho and the surrounding states. You can still access our “Education First” planning from the comfort of your own home.