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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 |
Working with Legacy Investment Services gave me a level of clarity and confidence I didn’t have before. Through one coordinated process, we were able to complete my estate planning, build a comprehensive financial plan, and open a tax-free Roth IRA strategy. Before this, everything felt scattered between different professionals. At Legacy, Jordan and Julie helped bring everything together in one place so that my investment plan, tax strategy, and estate plan actually work together. That made a huge difference. The entire pro... read more
The Legacy Investment team is amazing! Definitely an investment company you can trust.
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.
Frequently asked questions about Legacy Investment Services
How is Legacy Investment Services rated?
Legacy Investment Services has a 4.8 star rating with 24 reviews.
When is Legacy Investment Services open?
Legacy Investment Services is closed now. It will open tomorrow at 9:00 a.m.
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