Legacy Wealth Solutions

Legacy Wealth Solutions

Claimed via Yext Last updated: November -0001 Listing details

Financial Services in Fitchburg, WI

Special Offer:
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Financial Services Financial and Investment Services

Contact Information

Website

Store Hours

Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
Closed
Sunday:
Closed

What we offer

  • Asset Management
  • Financial Advising
  • Financial Management
  • Investment Advisor
  • Investment Management
  • Retirement Programs
  • Asset Allocation
  • Fiduciary Assistance

Location

2923 Marketplace Dr, Suite 102
Fitchburg , WI 53719 United States
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About Legacy Wealth Solutions

Our fiduciary duty is to provide advice and guidance on appropriate and prudent solutions for a client’s financial life. Our advisors take the time to develop a relationship of mutual trust and respect before any discussions of implementing solutions. Designing a portfolio for a client based on fundamental principals, economic relevancy and unique goals and objectives is a responsibility, a challenge and an honor and we welcome opportunities to provide this guidance.

Reviews

Legacy Wealth Solutions 608-442-1500
2923 Marketplace Dr, Suite 102
Fitchburg , WI 53719 United States
$
Legacy Wealth Solutions

Payment Options

American Express

Cash

Check

Discover

Invoice

MasterCard

Visa

Specialties

  • Financial Planning
  • Estate Planning
  • Financial Consulting
  • Retirement Planning
  • Financial Protection Planning
  • Investment Planning
  • Private Wealth Management
  • Financial Portfolio Assessment

Languages

  • English

Business Details

Company name
Legacy Wealth Solutions
Category
Financial Services
Rating
Not Rated
Email
mary.schwartz@symphonicfa.com
Year Established
2006
Tags
asset allocation services,  comprehensive credit building services,  corporate finance analysis services wealth management services

About this listing

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Legacy Wealth Solutions

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