This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
Legacy Investment Services
- Investment Service
- Appleton, WI
About this business
Location details
3701 Evergreen Dr # 200, Appleton, WI, 54913, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been with Legacy investment services for more than 20 years. Chad and Julie helped us put our financial house in order and guided us regarding various investments and helped us with special savings account for our grandchildren. Over the years, the Legacy investment team has demonstrated honesty and integrity. They have kept up with the many changes in the financial industry and guided us through the maze of various opportunities. Shannon has joined their team in the last couple of years, and she has demonstrated tha... read more
Both Julie and Jordan are a pleasure to chat with while dealing with life financial goals. They are always willing to listen, make suggestions based on their knowledge while understanding that their clients are there because of trust and belief in their ability to help with the fluid always changing financial decisions that are needed. We’ve been fortunate that the leadership and entire team at Legacy Investment is proactive and focused on financial objectives. They all are willing to work with our entire family over the yea... read more
Julie and Jordan complement each other exceptionally well as a financial advisory team. Julie contributes a wealth of experience and historical insight, while Jordan adds innovative and cutting-edge financial technology. Together, they work diligently to support our goals and ensure we are well-positioned for a successful retirement.
Julie and the staff at Legacy Investments are a great group of people. Very knowledgeable and friendly. My investments are doing well and they keep finding ways to help. Highly recommend you go and consult with them about your investment needs.
My husband and I have gotten excellent financial advice from Julie for decades. I am amazed at how well she and her team work together. They are always aware of my financial needs and continually meet and exceed my needs for the present and future. When my husband passed away, Julie was at my side helping me get my estate in order. She and Jordan are able to answer all my questions and are able to help me understand and plan my financial future and have helped me set up trusts. I confidentially recommend Legacy Investment Se... read more
Frequently asked questions about Legacy Investment Services
How is Legacy Investment Services rated?
Legacy Investment Services has a 4.8 star rating with 22 reviews.
When is Legacy Investment Services open?
Legacy Investment Services is closed now. It will open at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com