Legacy Investment Services, Inc.

Legacy Investment Services, Inc.

Financial-Services

Scottsdale, Arizona
United States
Company Tagline

Partner

Industry Category
Financial-Services
Company Description

Legacy Investment Services, Inc. is a leading financial services provider dedicated to helping clients build and preserve their financial legacy. Based in Scottsdale, Arizona, with its primary address at 6401 E Kathleen Rd, Scottsdale, Arizona 85254, US, Legacy Investment Services, Inc. operates as a valued partner in guiding individuals and families toward their financial goals. The firm offers comprehensive financial planning, investment management, and wealth preservation strategies, built upon a foundation of trust and personalized service. Legacy Investment Services, Inc. believes in forging long-term relationships with clients, proactively anticipating their evolving needs and adapting solutions to ensure enduring financial security. The expertise of Legacy Investment Services, Inc. supports clients in navigating complex financial landscapes, from retirement planning to estate management, helping them achieve their aspirations with confidence. Further information regarding our offerings and capabilities will be completed soon with the support of the company’s management.

Legacy Investment Services, Inc. distinguishes itself through its commitment to a client-centric approach. The team at Legacy Investment Services, Inc. works closely with each client to understand their unique circumstances, risk tolerance, and long-term objectives. This allows for the development of tailored financial plans designed to maximize returns while minimizing risk. The team’s dedication to proactive communication and transparent reporting ensures clients remain informed and empowered throughout their financial journey.

At Legacy Investment Services, Inc., building a lasting financial legacy is more than just a service—it's a promise. The firm continuously strives for excellence, embracing innovation and adhering to the highest ethical standards. Clients can expect a team of dedicated professionals providing unparalleled expertise and unwavering support. We invite you to connect with Legacy Investment Services, Inc. to explore how we can help you create a secure and prosperous future. Dear manager, we cordially invite you to create a customized and exclusive company showcase and product listing on our platform to further enhance your brand visibility and reach.

Key Personnel / Employees
Jonathon Aggen David Moore Douglas A. Schmidt RFC Julie Cassiani

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Alternative Company Names

This company is also known as

Legacy Investment Services Inc. 利基投资服务公司 (Lìjī Tóuzī Fúwù Gōngsī) लेगेसी इन्वेस्टमेंट सर्विसेज इंक. (Legasi Investament Sevices Ink.) شركة ليجاسي للاستثمار (Sharikat Legacy lil-Istithmar) লেগ্যাসি ইনভেস্টমেন্ট সার্ভিসেস ইনক. (Legasi Investament Serbis Ink.)