Services

At Legacy Investments, our independent investment advisors are completely focused on serving your best interests. We’re accessible, helpful and will always take the time to explain the strategy behind our recommendations. We offer a distinctive combination of experience, professionalism and dedication to customer service. While we welcome you at our office, it is our pleasure to come to you.

 

Our services include:

– Investment Portfolio Management:

Our strength is building portfolios that meet and exceed our clients’ goals. We regularly monitor your investments for diversification, quality and growth.

 
– Wealth Management:

We will structure your portfolio for long-term success to preserve and grow your family wealth, addressing your individual investment and financial concerns.

 
– Pre and Post-Retirement Strategies:

We have extensive experience guiding clients through the critical period before and after retirement. By investing strategically, we’ll help you enjoy the retirement lifestyle you deserve.

 
– Estate and Trust Strategies:

Working with you, your attorney and your accountant, we will pursue all estate and tax options to give your investments every advantage and offer your family the greatest security.

 

Investments recommendations include:

–          Stocks

–          Bonds

–          Mutual Funds

–          Exchange Traded Funds

–          Annuities

–          Insurance Products

 

At Legacy Investments, knowing what’s important to you is what matters most to us.