Our Team Will Assist in Making the Most of Your Investments.
Legacy Financial Solutions starts by understanding our client’s personal risk tolerance, their timelines and the tax implications of any investments. From there, we integrate modern technology and time-tested investment strategies that are conservative and goal-oriented. Our objective is to assist you in achieving your desired investment outcome.
Our Investment Services Include:
- Investment Advisory Services
- Investment Risk Assessment
- Portfolio Analysis and Recommendations
- Full-Service Brokerage
- Stocks, Bonds, Mutual Funds and ETFs
- Cash Management Accounts
- Annuities
- Certificates of Deposit
