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WELCOME TO LEGACY INVESTMENT SERVICES

For over two decades, Legacy Investment Services, Inc. has been guiding our clients toward realizing their dreams for retirement. Our commitment to our client’s success has driven our growth, and we now proudly serve clients across the United States. Legacy has received multiple industry awards and recognition for success in our industry.

Our methodologies are customized to the specific needs of individual clients. Legacy advisors have the experience, resources and capabilities to plan, advise, organize and execute effective strategies designed to achieve the unique goals of each client. 

These practice techniques coupled with a caring touch, lead to long-term relationships based on trust! 

Ready for the next step, We can help!

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We’re Here For You

For nearly 25 years, Legacy advisors have dedicated their professional lives to serving the financial priorities of individuals, families and small business owners.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Retirement

Retirement

Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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