Legacy Investment Services - Appleton, Wisconsin

Address: 5107 N Ballard Rd Suite 200, Appleton, WI 54913.
Phone: 07309620.
Website: legacy-investment-services.com
Specialties: Investment service, Financial consultant, Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, LGBTQ+ friendly, Transgender safespace, Appointment required.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Legacy Investment Services

Legacy Investment Services 5107 N Ballard Rd Suite 200, Appleton, WI 54913

☎️07309620

⏰ Open Hours of Legacy Investment Services

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 AM
Wednesday: 9 AM–5 AM
Thursday: 9 AM–5 AM
Friday: 9 AM–5 AM
Saturday: Closed
Sunday: Closed

Legacy Investment Services es una empresa de servicios de inversión con sede en Appleton, WI, cuya dirección es 5107 N Ballard Rd Suite 200. Puedes contactarlos al teléfono 07309620 o visitar su sitio web en legacy-investment-services.com.

Esta empresa ofrece servicios de consultoría financiera y planificación financiera, y se destaca por ser LGBTQ+ friendly y transgender accessible. También ofrece online appointments y onsite services, y cuenta con una wheelchair accessible entrada, estacionamiento y baño.

Según las 10 reseñas en Google My Business, la empresa tiene una media de opinión de 5/5.

Características

Investment service
Financial consultant
Financial planner

Ubicación

Address: 5107 N Ballard Rd Suite 200, Appleton, WI 54913

Información recomendada

Si buscas servicios de inversión o consultoría financiera, Legacy Investment Services es una excelente opción. Puedes marcar una cita online o visitar su sitio web para obtener más información.

Otras características

Online appointments
Onsite services
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Wheelchair accessible seating
LGBTQ+ friendly
Transgender safe space

Opiniones

Con 10 reseñas en Google My Business, Legacy Investment Services ha demostrado ser una empresa confiable y profesional.

Palabras clave

Investment services
Financial consulting
Financial planning
LGBTQ+ friendly
Transgender accessible
Online appointments
Onsite services
Wheelchair accessible

👍 Reviews of Legacy Investment Services

Legacy Investment Services - Appleton, Wisconsin

Scott &. K. V. Z.

5/5

We have trusted Julie with our retirement plans for more than 25 years. We typically meet annually to review our long-term goals and adjust our accounts as needed, and throughout that process, she does a terrific job educating us so we can make informed decisions. We are fully confident that Julie understands our goals for early retirement and the lifestyle we want to live. Her advice on investment options has protected us from significant drops in the market while also helping us exceed our financial goals at this point in life. We would highly recommend Julie and her staff at Legacy, whether you’re new to investing and have nothing saved, or you’re doing well financially and looking for a planner to help you finish strong. We absolutely love working with Julie!

Stacy Z.

5/5

Julie and Jordan are very professional yet treat us like family. We look forward to our meetings with them. They always are very positive and listen to us. They answer any questions we may have and offer suggestions to things we didn't even think about. They are very proactive. We highly recommend them!

Patti J.

5/5

Julie and Jordan are a great team to work with. They are there for you and very knowledgeable. Fun to work with but serious about what you need done!
So happy I chose Legacy Investments!

Filbert J.

5/5

Wonderful team. We had the pleasure of working with Julie and Jordan and they were able to guide us through different phases of our life and create a wonderful retirement plan.

sally P.

5/5

Wonderful, caring people. Glad we found them

Derin

5/5

⭐⭐⭐⭐⭐

TARRIOR M.

5/5

Probemos a ver que tal

Julie C.

5/5