Business Hours
Monday 08:00am - 05:00pm
Tuesday 08:00am - 05:00pm
Wednesday 08:00am - 05:00pm
Thursday 08:00am - 05:00pm
Friday 08:00am - 05:00pm
Legacy Investments & Financial Planning, LLC Verified by Synup
Listed In: Financial Planning
Legacy Investments and Financial Planning, LLC is a full service financial planning firm dedicated to simplifying the increasing complex financial needs of families in Southwest Mississippi. We believe families in this area should have all the services available in larger cities. We do this through… Legacy Investments and Financial Planning, LLC is a full service financial planning firm dedicated to simplifying the increasing complex financial needs of families in Southwest Mississippi. We believe families in this area should have all the services available in larger cities. We do this through extraordinary attention to detail, timely advice, communication and outstanding service levels. We are not your typical financial advisor. We do not wait for opportunities to arise for our clients, we create opportunities. Our clients engage our firm for financial planning, investment management, insurance analysis, and retirement plans for their business. We operate on a fee or commission basis. Read more
Additional Locations See All
Legacy Investments & Insurance Services, Inc
707 Lois Dr., Sun Prairie, WI (9946 Km Away)
Legacy Investments & Financial Planning, LLC
120 Commerce St, McComb, MS (10053 Km Away)
Legacy Investments LLC
(12446 Km Away)