At Legacy Wealth Management, LLC, you will find a team of trained and licensed financial advisors able to help meet all your wealth management needs. From investments and insurance to financial plans and estate needs, Legacy Wealth Management has advisors and staff able to assist you.
All of our financial advisors are CERTIFIED FINANCIAL PLANNER professionals. Each advisor is trained and experienced in portfolio management, retirement planning, tax strategies, charitable planning, estate planning, and insurance.
We take our fiduciary responsibility seriously and always place the interests of our clients ahead of our own.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice.
Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 372 Ridges Blvd, Grand Junction,colorado 81507,united States
- Phone
- +1-970-241-5143
- in****@****hgj.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- legacywealthgj.com
- Keywords
- Retirement Planning, Retirement Income Planning, Investments, Charitable Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Portfolio Management.
- HQ
- Grand Junction, Colorado
Legacy Wealth Management Questions
Legacy Wealth Management's helpline number is +1-970-241-5143
Legacy Wealth Management's website is legacywealthgj.com
Legacy Wealth Management's LinkedIn profile is https://www.linkedin.com/company/legacywealthgj
Legacy Wealth Management has
3 employees.
View email and phone details for 3
employees at Legacy Wealth Management.
Legacy Wealth Management's industry is
Financial Services
Legacy Wealth Management's top competitors are
Skims,
Anheuser-Busch,
Lhh,
Agents'agency,
Mission Springs Outdoor Education,
Whova,
Warshaw Burstein, Llp,
Insight Asset Management, Llc.
Legacy Wealth Management's support email address is info@legacywealthgj.com
Legacy Wealth Management's categories are Financial Services
Legacy Wealth Management's founding year is 1986
