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LEGACY WEALTH MANAGEMENT

4.6/5 (79)
NameLEGACY WEALTH MANAGEMENT
Address2525 Harrodsburg Road, Suite 100, Lexington, KY 40504
Phone +1-859-296-1200   +1-877-296-1201  
Email ID
Speciality401K, 403B, College, Financial, Estate, Retirement, Tax, Money Purchasing and Profit Sharing Planning, Disability Income, Life and Long Term Care Insurance, Bonds Common Stock, Brokerage Accounts, Educational Traditional, Roth and Sep IRA, Variable Annuity, Investment Services, Treasury Bills & Government Securities
AboutLegacy Wealth Management helps you make educated financial decisions for yourself and your family. They understand that individuals and families face unique challenges as they transition through all of life's stages. The firm focuses on wealth planning, accumulation, and preservation. Their experienced professionals currently advise select families, professionals, business owners, physicians, and institutions. They understand that individuals face unique challenges as they prepare for retirement and manage their hard-earned wealth. Their clients value their integrity, commitment, and personalized approach. LWM is client-focused and committed to developing a long-term working relationship with you. They provide a complimentary consultation.
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