Legacy Asset Management
  • Legacy Asset Management
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    Featured Services

    • Comprehensive Financial Planning
    • Wealth Management
    • 401(k) & Retirement Plan Consulting

    Secure Client Portals

    • Schwab Alliance
    • eMoney
    • 401(k) & Retirement Plan Participants

    Legacy Asset Management, Inc. is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Copyright © 2015-2023 Legacy Asset Management.

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    For more information please contact us at 713-355-7171.