At Legacy Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Worthington, MN area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What are the business hours for Legacy Financial Partners in Worthington, MN?
Legacy Financial Partners is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
What financial planning services does Legacy Financial Partners offer?
They specialize in investment management, retirement and tax planning strategies, saving for education, estate planning, small business and family finances, social security retirement benefits, insurance, retirement plan distribution, and wealth preservation strategies.
How can I contact Legacy Financial Partners by phone?
You can reach them at their local phone number +1 307-347-4734 or their main phone number +1 507-372-2033.
Does Legacy Financial Partners offer online appointments?
Yes, they offer online appointments as well as onsite services.
Where is Legacy Financial Partners located?
Legacy Financial Partners is located at 1020 3rd Ave, Worthington, MN 56187, USA.
What is the website to contact or learn more about Legacy Financial Partners?
You can visit their contact page at https://www.ameripriseadvisors.com/team/legacy-financial-partners/contact for more information or to make an appointment.
Who is a nearby financial service contact related to Legacy Financial Partners?
Gayle Siebenbruner, affiliated with Ameriprise Financial Services, LLC, is located nearby and can be an additional resource for financial services.
What local dining options are near Legacy Financial Partners for clients to enjoy before or after appointments?
Clients can visit Phileo's Coffee and Eatery or The Thompson Mexican Grill, both nearby, to enjoy food and beverages before or after their financial meetings.
Are there any places nearby where clients can relax or take part in wellness activities near Legacy Financial Partners?
Yes, nearby places like the YMCA and Center for Active Living offer gym, sports, and community activities to help clients relax and stay active.
Where can clients shop for gifts or boutique items near Legacy Financial Partners?
Clients can visit nearby shops such as Midwest Dahlias Boutique, Adorn1024 flowers and gifts shop, and Buffalo Billfold Company gift shop for shopping needs.