PRESERVING YOUR WEALTH

SECURING YOUR FUTURE

ABOUT US

What are your financial priorities?

What are your plans for retirement?

What are your goals for your family?

We’re here to listen, offer advice and develop a solid strategy. At Legacy Investments, we understand the value of building relationships with our clients. Knowing what’s important to you is what matters most to us. We start by asking the questions that will help you define what resources you’ll need. From there, we develop an individualized strategy to help you achieve your investment objectives.

There’s no mystery to what we do. In fact, our approach is extremely straightforward. Our job is to help position you for a secure financial future. Through years of economic ups and downs and changing investment trends, our investment philosophy has remained constant. We firmly believe that the way to achieve financial security is through careful, conservative investments in sound companies and industries. It’s an effective long-term strategy; one our clients can attest to.

 

THE LEGACY TEAM

At Legacy Investments, we are completely focused on serving your best interests.

President,

Director of Investment & Advisory Services

NANCY
CALLAN

Director of Client Services

JILLIAN VAILLANCOURT
 

CONTACT US

2 Front Street

Bath, ME 04530

Toll Free: 866-774-0808

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