What people are saying:

I want to take a moment to recognize Mari Delgado at Aura Legacy. Historically, our retirement account had always been maintained by a very reputable retirement account provider. And I have to admit, we were a little apprehensive to make a change. And to date, without a doubt, the knowledge, expertise, confidence, and personal touch provided by Mari has eased those concerns. Getting the opportunity to work with Mari has been a truly delightful experience, an experience that is sure to improve in the long term.

- Keith C., Venice, FL

Keith C. is a current client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202802-10555546

In a year full of change and uncertainty, finding a financial team to navigate through those changes with both knowledge and trust is no small feat. Mari and Gretta not only provided invaluable information in helping me plan for my future but were a great resource in connecting me with additional professionals as I updated other areas of my life. I cannot express my gratitude enough and would (and have) highly recommended their services to friends and family. Thank you

Cynthia L., Quincy, MA

Cynthia L. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202802-10518294.

Mari has been instrumental in my journey. From the moment we started working together, she has been an attentive listener who takes the time to understand my financial goals and regularly checks in to see how they evolve. Her thoughtfulness, listening skills, and practical approach to planning are exceptional. No question is ever too small, and I always feel supported and informed. Mari is genuinely invested in helping her clients work toward their goals, and it shows in every interaction. Thanks to Mari’s guidance, I feel more confident and prepared about my financial future than ever before.

- Latrice B., Allen, TX

Latrice B. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202802-10555530

After a death in our family, my husband and I realized we needed to revisit our planning. Aura Legacy guided us through the process with care and patience. They helped us evaluate coverage choices, coordinate the medical requirements and structure a solution that matched our goals. What stood out most was how supported we felt throughout the entire experience. Gretta and her team were responsive, organized, and thoughtful every step of the way. They also introduced long-term care planning as part of our broader protection strategy. I felt informed, prepared, and grateful to have a team can rely on for many decades. Gretta and her team provide a level of care and professionalism that makes a difference.

Carrie F., Orlando, FL

Carrie F. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202803-10655817.