Legacy Retirement Advisors, Inc.

www.legacy-retirement.com

Legacy Retirement Advisors, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We have provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. OUR COMMITMENT We are committed to extend our professional experience with a "hands on" approach to financial guidance. Not only will you find us knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. OUR PRINCIPLE Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. OUR SERVICES While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: • Tax management • Investment management • Retirement strategies • Estate conservation • Insurance and annuity products We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Read more

Reach decision makers at Legacy Retirement Advisors, Inc.

Lusha Magic

Free credit every month!

Legacy Retirement Advisors, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We have provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. OUR COMMITMENT We are committed to extend our professional experience with a "hands on" approach to financial guidance. Not only will you find us knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. OUR PRINCIPLE Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. OUR SERVICES While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: • Tax management • Investment management • Retirement strategies • Estate conservation • Insurance and annuity products We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Read more
icon

Country

icon

State

Ohio

icon

City (Headquarters)

Wooster

icon

Employees

1-10

icon

Founded

1991

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Founder and Registered Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operating Officer

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(16)

  • google universal analytics
  • facebook signal
  • doubleclick bid manager
  • View all (16)

Reach decision makers at Legacy Retirement Advisors, Inc.

Free credits every month!

My account

Sign up now to uncover all the contact details