Legacy Investment Services - Appleton, Wisconsin

Address: 5107 N Ballard Rd Suite 200, Appleton, WI 54913.
Phone: 07309620.
Website: legacy-investment-services.com
Specialties: Investment service, Financial consultant, Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, LGBTQ+ friendly, Transgender safespace, Appointment required.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Legacy Investment Services

Legacy Investment Services 5107 N Ballard Rd Suite 200, Appleton, WI 54913

☎️07309620

⏰ Open Hours of Legacy Investment Services

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 AM
Wednesday: 9 AM–5 AM
Thursday: 9 AM–5 AM
Friday: 9 AM–5 AM
Saturday: Closed
Sunday: Closed

Legacy Investment Services is a reputable financial consultancy located in Appleton, Wisconsin. The company specializes in investment services, financial planning, and consultancy. This organization is committed to providing top-notch services to its clients. It is wheelchair accessible, making it convenient for all users to access the services.

Located at the address 5107 N Ballard Rd Suite 200, Appleton, WI 54913, Legacy Investment Services is easy to find. The company's phone number is 07309620 and their website is legacy-investment-services.com. They offer a range of services, including online appointments, onsite services, and wheelchair accessibility. They are also known for being an LGBTQ+ friendly and a transgender safe space.

With an impressive average rating of 5/5 from 10 reviews on Google My Business, Legacy Investment Services has proven itself to be a reliable and trustworthy financial consultancy in the Appleton area.

👍 Reviews of Legacy Investment Services

Legacy Investment Services - Appleton, Wisconsin

Scott &. K. V. Z.

5/5

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 life. We would highly recommend Julie and her staff at Legacy, whether you’re new to investing and have nothing saved, or you’re doing well financially and looking for a planner to help you finish strong. We absolutely love working with Julie!

Stacy Z.

5/5

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!

Patti J.

5/5

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!

Filbert J.

5/5

Wonderful team. We had the pleasure of working with Julie and Jordan and they were able to guide us through different phases of our life and create a wonderful retirement plan.

sally P.

5/5

Wonderful, caring people. Glad we found them

Derin

5/5

⭐⭐⭐⭐⭐

TARRIOR M.

5/5

Probemos a ver que tal

Julie C.

5/5