Legacy 360° Wealth Management LLC & Legacy 360° Financial LLC
(800) 887-2981
2767 Geryville Pike, Suite B, Pennsburg, Pennsylvania, 18073
Business hours
| Monday | 9:30am to 4:30pm |
| Tuesday | 9:30am to 4:30pm |
| Wednesday | 9:30am to 4:30pm |
| Thursday | 9:30am to 4:30pm |
| Friday | 9:30am to 4:30pm |
About us
Legacy 360° Financial and Wealth Management LLC is a fiduciary investment advisory firm based in Pennsburg, PA, serving Montgomery County and surrounding areas in Pennsylvania. We specialize in wealth management, legacy planning, annuity strategies, insurance solutions, and personalized investment advice. Our team helps individuals and families build customized strategies focused on retirement savings, income stability, and long-term wealth preservation. Whether you’re preparing for retirement, reviewing your financial plan, or seeking greater clarity around your goals, we provide trustworthy, objective guidance—always with your best interests in mind.