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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 |
We have trusted Julie with our retirement plans for more than 25 years. We typically meet annually to review our long-term goals and adjust our accounts as needed, and throughout that process, she does a terrific job educating us so we can make informed decisions. We are fully confident that Julie understands our goals for early retirement and the lifestyle we want to live. Her advice on investment options has protected us from significant drops in the market while also helping us exceed our financial goals at this point in ... read more
Julie and Jordan are very professional yet treat us like family. We look forward to our meetings with them. They always are very positive and listen to us. They answer any questions we may have and offer suggestions to things we didn't even think about. They are very proactive. We highly recommend them!
Julie and Jordan are a great team to work with. They are there for you and very knowledgeable. Fun to work with but serious about what you need done! So happy I chose Legacy Investments!
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Frequently asked questions about Legacy Investment Services
How is Legacy Investment Services rated?
Legacy Investment Services has a 4.6 star rating with 11 reviews.
When is Legacy Investment Services open?
Legacy Investment Services is open now. It will close at 6:00 p.m.
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