CALIFORNIA CONSUMER

Years of experience have prepared our team to clarify any questions you may have. We strive to stay a step ahead and strategically organize your financial roadmap. Developing proactive advice for your specific financial goals is our objective... We are a committed wealth management firm, headquartered in Lexington, Kentucky. We understand that individuals and families face unique challenges as they transition through all of life's stages. The advisors at Legacy Wealth Management can help take the mystery out of preparing for the future. Whether you are planning for retirement, saving for college, or creating an estate plan, our personalized approach focuses on your needs, wants, financial goals and objectives... As experienced financial professionals, we are committed to helping people just like you create strategies.

Primary location: Lexington United States