Broker Check

Guiding our clients from financial worry, to well-being.

Preparing now is the first step to enjoying your time in retirement. Speak with one of our advisors today, to plan for tomorrow.

Learn More

2010 - 2022 Investment Practice of the Year*

*As recognized by Woodbury Financial Services, Inc. Based on 2010 - 2022 total production.

Find an Advisor

Meet your team.

Legacy advisors serve clients across the country. Find one in your neighborhood today. 

Team Page

Wealth Management

For any net worth

Contact Us

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!

Find a Legacy Advisor Near You

We’re Here For You

For nearly 27 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.

Learn more
Investment

Investment

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

Learn more
Insurance

Insurance

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

Learn more
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.

Learn more
18 Years’ Worth of Days

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?
Learn More
A Bucket Plan to Go with Your Bucket List

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.
Learn More
9 Facts About Retirement

9 Facts About Retirement

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

Contact Us Please Note: The contact form below is for reaching out to advisors in the Peoria Illinois office only. Our staff checks the contact form weekly, please allow time for a response. If you would like to reach an advisor outside of Peoria, please see our team page for the appropriate contact information.

Thank you!
Oops!