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Legacy Investment Services
- Other
- Appleton, WI
About this business
Location details
3701 E Evergreen Dr, STE 200, Appleton, WI, 54913, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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 S... read more
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
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 p... read more
Julie and Jordan Cassiani are great financial advisors. Very professional and have done a great job with investing my money in the best possible investments . Because of them I was able to retire and not worry about my financial position. . I would highly recommend them to create your financial portfolio. Great job Julie and Jordan!
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 ye... read more
Frequently asked questions about Legacy Investment Services
How is Legacy Investment Services rated?
Legacy Investment Services has a 5 star rating with 23 reviews.
When is Legacy Investment Services open?
Legacy Investment Services is closed now. It will open at 9:00 a.m.
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