Legacy Wealth Group LLC
Company

Legacy Wealth Group LLC

Financial Services 2 employees
Employees
2

Legacy Wealth Group LLC Overview

Industry
Financial Services
Employees
2
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Legacy Wealth Group LLC

Some of the most important LIFE questions cannot be answered with a number. Will your values and traditions be successfully passed to future generations? Are you on track to live the life you desire? In the end, how will you be remembered? Live intentionally, plan accordingly. At Legacy Wealth, we believe that by having deeper, more meaningful conversations we can find that place where your life and values intersect with your financial goals. This is where true financial life planning happens. The core of our expertise is wealth planning and management, but the foundation of our practice is to look beyond the standard and to be a trusted advisor in developing the vision of your legacy based on your goals, faith, and life purpose. * Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. | Legacy Wealth Group, LLC. | 2401 W Trevi Place, S

Legacy Wealth Group LLC Contact Details

People in AeroLeads
2

Legacy Wealth Group LLC Org Chart

Sample employees and titles
Name Title Contact
Broc Schaefbauer Wealth Advisor Assistant
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Michael Paulson Wealth Advisor Assistant at Legacy
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