Our legacy is your success.
Legacy Advisor Network has been providing service, building long-term relationships, and being there when you need us with candid answers and informed recommendations since 1913.
We are an independent, regional firm. We offer our clients personal, individualized service and a full range of financial products, custom-tailored to their unique situations, needs and objectives.
We believe that your needs — whether they call for tax planning, retirement planning, estate conservation strategies, or more — are a top priority. We work with individuals, business owners and families of all ages and income ranges.
Most of all, what we do is not about your money, or our wide selection of products. It is about your life, your family, your hopes, and your dreams. In this respect, our role is that of financial quarterback and wealth coach. That’s why we do more than educate and inform our clients about tax saving and accumulation strategies.
We work hard to understand the things that are important to you — the things that make you smile, and the things that cause you concern. Then we share our experience and knowledge to help take the mystery and anxiety out of investing, managing risk, preparing for retirement, and preserving your wealth. In short, we help you acquire the tools you need to pursue and work towards achieving your financial objectives.
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Company Details
- Employees
- 10
- Founded
- -
- Address
- 8500 Greenway Blvd,
- Phone
- 608-442-1400
- co****@****ork.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- legacyadvisornetwork.com
- HQ
- Middleton, Wisconsin
Legacy Advisor Network Questions
Legacy Advisor Network's helpline number is 608-442-1400
Legacy Advisor Network's website is legacyadvisornetwork.com
Legacy Advisor Network's LinkedIn profile is https://www.linkedin.com/company/legacy-advisor-network
Legacy Advisor Network has
10 employees.
View email and phone details for 10
employees at Legacy Advisor Network.
Legacy Advisor Network's industry is
Financial Services
Legacy Advisor Network's top competitors are
Retirement Security Centers,
Vital Wealth,
Triad Partners,
Osaic,
Moving Mountains Mba,
Legacy Advisors,
Chisholm Trail Financial Group,
Oakwood Wealth Partners,
Atrium Financial Associates, Llc,
Advisors Excel.
Legacy Advisor Network's support email address is contact@legacyadvisornetwork.com
Legacy Advisor Network's categories are Financial Services
Legacy Advisor Network's founding year is 1913
