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Legacy Wealth Management
Brea, Orange

Financing specialist
 : 
Legacy Wealth Management

Brea, Orange

Prices

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About Legacy Wealth Management
Professional experience
Legacy Wealth Management: Your Partner for Retirement Planning in Brea, California Welcome to Legacy Wealth Management, LLC, a leading investment advisory firm specializing in retirement planning, investment management, and tax-smart investing strategies. With our headquarters located in Brea, California, we are dedicated to helping individuals and families in the area achieve their financial goals and secure a comfortable retirement. At Legacy Wealth Management, we understand that retirement planning is a crucial aspect of your financial journey. Our team of experienced professionals is committed to providing personalized solutions tailored to your unique needs and objectives. By utilizing creative strategies for investing outside the stock market, we aim to generate sustainable income streams and preserve your wealth over time. We offer a comprehensive range of services, including investment management, insurance advisory, 401k rollovers, and estate planning. Our team works closely with you to assess your current financial situation, identify potential risks, and develop a customized retirement roadmap that aligns with your aspirations. With access to a wide array of investment options, we are dedicated to optimizing your portfolio and maximizing returns. One of our key strengths is our focus on tax-smart investing. We understand the importance of minimizing tax liabilities and maximizing after-tax returns. Our team employs proven strategies and stays up-to-date with the ever-changing tax laws to ensure that your investments are structured in the most tax-efficient manner possible. Legacy Wealth Management is proud to be associated with Raymond James Financial Services Advisors, Inc., one of the most reputable names in the investment industry. This partnership allows us to leverage their extensive resources, cutting-edge research, and technology to provide you with top-notch investment solutions and excellent customer service. Whether you are planning for retirement, seeking advice on insurance options, or looking to optimize your investment strategy, Legacy Wealth Management is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a secure and prosperous retirement. Locations: - Rancho Cucamonga: *information hidden*Laurel Street, Suite 203, Rancho Cucamonga, CA 91730 - Brea: 135 S. State College Blvd, Suite 200, Brea, CA 92821 Contact Us Today: (*information hidden*or email us at [email protected]

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Location

Brea, Orange (92821)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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