Legacy Wealth Solutions

More Info

General Info

Our fiduciary duty is to provide advice and guidance on appropriate and prudent solutions for a client’s financial life. Our advisors take the time to develop a relationship of mutual trust and respect before any discussions of implementing solutions. Designing a portfolio for a client based on fundamental principals, economic relevancy and unique goals and objectives is a responsibility, a challenge and an honor and we welcome opportunities to provide this guidance.

Email

Email Business

Services/Products

Asset Allocation Asset Management Fiduciary Assistance Financial Advising Financial Management Investment Advisor Investment Management Retirement Programs

Payment method

amex, cash, check, discover, master card, visa

Other Link

https://www.legacy-wealth-solutions.com/

Categories

Investments, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds

Reviews

Details

Phone: (608) 442-1500

Address: 2923 Marketplace Dr Ste 102, Fitchburg, WI 53719

Website: https://www.legacy-wealth-solutions.com/