Providing Financial Strategies for Successful People Securities offered through Linsco/Private Ledger, Member: NASD/SIPC

General Info

We have 30 years of experience and the expertise to guide you through the financial management process, to manage your investments, to work toward your significant goals. As a client of Legacy, you team with an advisor who listens to you, educates you and works with you to continue towards your financial success.

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Social Links

Categories

Retirement Planning Services, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds

Services/Products

Estate PlanningChartered Life UnderwritersElder Care PlanningEquity InvestmentsIrasFinancial ManagementInvestment PlanningConsultingIRA RolloversIra'sFinancial ServicesPersonal and BusinessInvestment AdvisorsRetirement PlanningTrustsTax PlanningInvestment ManagementFinancial ConsultantsStock InvestmentsInsurance PlanningEstate Management

Legacy Planning PartnersBusiness ConsultationBusiness Continuation529 College Savings PlansBusiness PlanningInvestment ResearchInheritance PlanningFamily Financial PlanningAsset ManagementCharitable TrustsSEP Individual Retirement AccountsAnnuitiesInvestmentsMoney Market AccountsBondsMutual FundsGovernment BondsSecuritesIndividual Retirement AccountsLoad FundsIndex Funds

Payment Options

Accreditation

Certified Financial Planners

Other Link

http://www.legacyplanningpartners.com