Legacy Wealth Solutions
(608) 442-1500
2923 Marketplace Dr, Suite 102, Fitchburg, Wisconsin, 53719
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
Our fiduciary duty is to provide advice and guidance on appropriate and prudent solutions for a client’s financial life. Our advisors take the time to develop a relationship of mutual trust and respect before any discussions of implementing solutions. Designing a portfolio for a client based on fundamental principals, economic relevancy and unique goals and objectives is a responsibility, a challenge and an honor and we welcome opportunities to provide this guidance.
| Payment options | American Express, Cash, Check, Discover, Invoice, MasterCard, Visa |
| Year established | 2006 |
| Languages | English |
| Tags | Asset Allocation Services, Comprehensive Credit Building Services, Corporate Finance Analysis Services, Corporate Finance Planning Services, Corporate Finance Management Services, Comprehensive Financial Planning Services, Economic Analysis Services, Economic Forecasting Services, Estate Planning Services, Financial Analysis Services, Financial Consulting Services, Fiduciary Assistance Services, Financial Planning Services, Investment Advising Services, Investment Strategies Services, Portfolio Management Services, Retirement Planning Services, Risk Analysis Services, Wealth Building Services, Wealth Management Services |
| Specialties | Financial Planning, Estate Planning, Financial Consulting, Retirement Planning, Financial Protection Planning, Investment Planning, Private Wealth Management, Financial Portfolio Assessment |
| Services | Asset Management, Financial Advising, Financial Management, Investment Advisor, Investment Management, Retirement Programs, Asset Allocation, Fiduciary Assistance |
Featured businesses
2923 Marketplace Drive, Suite 100, Fitchburg, Wisconsin, 53719
(608) 733-3690