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Our Mission Statement

Legacy Investment Services, Inc. is dedicated to providing customized client investment strategies and outstanding service and professionalism to its clients. We believe our independence and adherence to the highest standards of integrity is the fundamental key to our success. By building long-term relationships with our clients, we create a foundation of trust and a culture designed to promote ongoing education and understanding of concepts that have traditionally been perceived as complex and intimidating.

Simply put, our entire organization is focused on helping each client realize his or her maximum financial independence.

Client Centered

The origin of Legacy Investment Services can be traced back to the early 1990s in Peoria, Illinois. Our company was founded on the philosophy of providing independent financial advice to individuals through an “out-of-the-box” approach that gives each client access to thousands of investment options to fit their individual wealth creation and preservation needs. With over a dozen locations throughout the central United States, Legacy representatives focus on investment management, retirement planning, insurance protection and estate planning. Since joining forces in 2002 with Woodbury Financial Services Inc., an award-winning independent broker-dealer, the Legacy Investment Services team has consistently strived to be among the nation’s elite when it comes to providing financial planning services and investment management strategies for our clients.

At Legacy Investment Services, we are driven to provide ultimate customer satisfaction. This has been our goal since our firm’s founding. With the financial industry ever changing, we have continued to expand the scope of our operations with an unbiased, client-centered approach to financial guidance. Throughout the growth of our company, our business foundation has remained constant, and our fundamental principle remains intact: Treat the client as we would want to be treated.

* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

How we are different

Legacy’s independence allows our clients to enjoy our global portfolio offerings in combination with the small town feel of having an advisor to meet with face-to-face. We put the clients’ needs first and pull them into their individualized financial planning process by taking the extra time necessary to educate each person on the investment options that are most appropriate for his or her specific needs. Our recommendations are unbiased, and we have no sales quotas or selling agreements that might interfere with our pledge to provide completely independent financial guidance.

Your Legacy representative will work with you on an on-going basis to develop a relationship that will last throughout your lifetime. Our goal is to help every client improve his or her quality of life by building financial confidence through education and research-backed financial planning strategies.

In an effort to provide answers within the perplexing world of finance, Legacy Investment Services offers a unique combination: independent professional advice with a personal touch and a willingness to educate each and every client as to what he or she has and why. Today, our goal continues to be to become one of the most well-respected, independent financial services companies in the nation.

What else separates us from other financial planning organizations?

  • Our corporate ownership structure as an independent financial services firm aligns our interests more closely with those of our clients — we grow as they grow.
  • Our business model, centered primarily on investment management, ensures everything we do is aimed at exceeding our clients’ goals of creating, preserving, and distributing wealth.
  • Our investment platform encompasses a broad spectrum of financial planning tools — including mutual funds, stocks, bonds, annuities, and insurances.
  • Our marketing strategies are client centered, pouring company profits into client events and educational workshops rather than public advertising campaigns, commercials, and billboards. Satisfying clients and receiving referrals drive our firm’s success.

Our strong company culture promotes integrity, dependability, and responsiveness in all that we do and sets the highest personal and professional standards in order to continue to earn the confidence of our clients, both existing and prospective.

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