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NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.

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Zachary Leggo, CF2

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Zachary Leggo

Certified Financial Fiduciary®

Plymouth, MI
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200122

About Zachary Leggo

Dedicated to educating his clients on investment
services based entirely on their goals and needs,
Investment Broker Zachary A. Leggo tries to help
his clients live a better retirement by providing
experienced, and practical advice.
As part of his commitment to fostering long-term
relationships with his clients, Zach’s main goal is to
discover each client’s very specific objectives. He
says “I try and find out everything I need to know
about my clients so that our strategies can help
accomplish their financial goals”.
Zach is Co-Founder and Chief Marketing Officer
of The Affinity Group of Companies. The Affinity
Group uses alternative low-risk investment strategies
and fully managed Stock account portfolios high
priorities in their investment practice. Clients also
benefit from Technology based financial planning
software. Zach says “We provide our clients with
an interactive wealth management platform that
features an intuitive interface, powerful goal-based
planning, and decision making tools.
“My desire to help others first attracted me to this
industry almost a decade ago. I love working with
different people and personalities. Whether it’s
assisting clients with their retirement plan or just
showing them how they can get better interest rates,
it feels great to really help people”.
A lifelong resident of Southeastern Mich. He is a
sports lover and huge basketball fan, Zach likes to
give back to the community. In 2012, he and his
colleagues founded Affinity Cares. An organization
focused on enhancing and enriching lives in their
Michigan community.
He says “We support nonprofit organizations,
educational programs, health-related issues for
youths and seniors, historic preservation, and the
arts,” Zach says. “Our mission is to build a better
tomorrow.”
If you have any questions, Zach welcomes your call.
You can reach Zach at (248) 924-0095

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