ð–¡¡ Manchester, NH
Our Core Values
Foundation of Trust & Ethical Practice
Trust and integrity form the bedrock of our client relationships. We uphold honesty, reliability, and accountability in all our interactions. You can rely on us to act in your best interests, maintaining transparency and adhering to the highest ethical standards.
Commitment to Excellence & Growth
We are committed to excellence in every aspect of our work. From providing top-notch financial guidance to delivering exceptional service, we strive to surpass expectations. Our team is dedicated to continuous learning and professional development to help ensure the best outcomes for our clients.
Empathy & Personalization
We recognize the complexities of financial planning and approach each client relationship with empathy and compassion. We listen attentively to your concerns, understand your goals, and tailor our recommendations to meet your specific needs.
About Us
Welcome to Legacy Financial Solutions, where our core values drive every aspect of our work. We believe in building lasting relationships with our clients, rooted in trust, integrity, and transparency. Our team is committed to delivering exceptional financial guidance and personalized service to help you achieve your long-term goals.
Meet Our Team
Stephen N. Mathieu, ChFC®, CLU®, RHU®
FOUNDER & PRESIDENT
With over 40 years in finance, Stephen N. Mathieu brings extensive expertise to Legacy Financial Solutions. Steve’s life has been spent coaching, in business as in sports. He believes you can benefit from having a personal financial coach to help achieve the financial security you deserve.
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Graduating with a degree in accounting from the University of Massachusetts, Stephen earned prestigious designations including Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Registered Health Underwriter® (RHU®). Licensed to sell investment and insurance products, Stephen is affiliated with esteemed organizations such as the Million Dollar Round Table and the Society of Financial Service Professionals. Named a Five Star Wealth Manager in 2023, his commitment to clients garners high satisfaction ratings.
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Beyond his professional accolades, Stephen is deeply involved in community initiatives. He educates on tax, business, and estate planning, contributes to publications, and features on radio and TV programs. As a philanthropist, he founded the St. Catherine School Charitable Foundation and the St. Joseph School Charitable Foundation, coaches hockey, and serves on the board of directors for the New Hampshire Legends of Hockey.
Jean Mathieu, CLU®
VICE PRESIDENT
Jean Mathieu is dedicated to helping you envision your ideal retirement and crafting a plan to grow your wealth, create tax-efficient retirement income, and pass on a meaningful legacy. With over 18 years of experience as an Investment Advisor Representative and licensed insurance agent at Legacy Financial Solutions, Jean brings expertise to her clients.
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Recognized as a Five Star Wealth Manager again in 2023, Jean's commitment to superior service is evident in her work. She has served on various boards and committees, including Opera New Hampshire and the Downtown Manchester Board of Advisors of the Granite YMCA of New Hampshire. Jean has also contributed her expertise to the finance committee of the Million Dollar Round Table in Chicago and served as an elected Ward Poll Official in Manchester, NH for four years. Jean's commitment to service extends to her personal life as well. She has been a Rotarian for 14 years with Queen City Rotary and currently serves on the board of the Children’s Scholarship Fund in New Hampshire and the St. Joseph Cathedral Finance Council. A member of St. Stanislaus Catholic Church in Nashua, Jean embodies a commitment to service both professionally and personally.
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Jean and her husband, Steve, are partners at Legacy Financial Solutions. Together, they enjoy spending time in and out of the office, cherishing moments with their six adult children.
Lisa Waszeciak
CLIENT SERVICES MANAGER
Lisa, our dedicated Client Services Manger at Legacy Financial, brings a wealth of experience and warmth to our team. Graduating Magna Cum Laude from the University of New Hampshire with a Bachelor of Arts in 2001, Lisa has always pursued excellence in her endeavors.
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Prior to joining us, Lisa spent years coaching cheerleading in her community, serving as a mentor and coach to numerous young women. While she has recently stepped back from coaching to focus on her career and family, Lisa's passion for sports remains evident. In her free time, you can find her cheering on her favorite athletes on the football field or at wrestling meets across the state and region.
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Lisa and her family have recently welcomed a rescue puppy into their home, adding joy and excitement to their lives. With her caring nature and vibrant spirit, Lisa embodies the values of community and dedication that define Legacy Financial.
Our Commitment
We stand by a simple commitment: to assist and guide you in building a secure financial future and attaining peace of mind. Whether you're strategizing for retirement, investing for the future, or addressing life's financial complexities, we're here to offer expert guidance and support at every turn.