Additional Information

  • Financial Advisors & Planners
  • Investments, Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity, Financial Planning, Retirement Plans, Tax Plans, 401(k) Planning, 403(b) Planning, College Plans, Estate Plans, Money Purchasing Plans, Profit Sharing Plans, Insurance, Life Insurance, Health Insurance, Dental Insurance, Group Plans, Long-term Care Insurance, Disability Insurance, Buy/Sell Insurance

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    08:00 AM - 05:00 PM
    Tuesday
    08:00 AM - 05:00 PM
    Wednesday
    08:00 AM - 05:00 PM
    Thursday
    08:00 AM - 05:00 PM
    Friday
    08:00 AM - 05:00 PM
    Saturday
    Closed
  • Sat-Sun: By Appointment

About Us

  • At Legacy Wealth Management, we help you meet your objectives through a combination of situational analysis, disciplined asset management, and excellent client service. We strive to anticipate and address any challenges as they occur, keeping you on-track toward a meaningful and purpose-driven financial future.

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