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      Legacy Investments & Insurance Services, Inc

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      Investment Advisory Service, Financial Planners, Financial Planning Consultants

      707 Lois Dr, Sun Prairie, WI 53590

      608-318-2633

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      DETAILS
      General Info
      Welcome to LEGACY Investments & Insurance Services, our company provides professional money management and financial planning services to help our clients achieve their personal and financial goals. We specialize in wealth management and retirement income planning. As independent investment advisors, we serve as our clients' personal advocate. We help you map out a plan to reach your financial destination. As your personal financial advisor, we can: • Help you identify your personal and financial goals (your destination). • Recommend solutions tailored to your specific needs (your roadmap). • Explain how and when to make adjustments to your financial plan (roadside assistance). On our Web site, you'll find valuable information to help you evaluate your current financial situation. We offer educational articles that outline financial concepts and highlight products designed to help you reach your goals. You will also find calculators that will help you assess your current and future financial strategy. Securities Offered Through First Allied Securities, Inc. A Registered Broker Dealer Member of FINRA/SPIC. Advisory Services Offered Through First Allied Advisory Service, Inc. A Registered Investment Adviser.
      Hours
      Regular HoursM-F 9am-5pm, Sa 9am-12pm, Su Closed (*Saturday by appointment only. We also take evening appointments Mon-Thur.)
      Categories
      Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Investment Securities, Investments, Mutual Funds
      Payment Options
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.