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.
2010 - 2020 Investment Practice of the Year*
*As recognized by Woodbury Financial Services, Inc. Based on 2010 - 2020 total production.
Meet your team.
Legacy advisors serve clients across the country. Find one in your neighborhood today.
For any net worth
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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Curated articles, videos, and more for a financially savvier you.
Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.