Business Details
About
Financial PlannerInvestment ServiceFinancial Consultant
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.
Location
Hours
Frequently Asked Questions About Legacy Wealth Solutions
What services does Legacy Wealth Solutions offer?
Legacy Wealth Solutions offers services including Asset Management, Financial Advising, Financial Management, Investment Advisor, Investment Management, Retirement Programs, Asset Allocation, and Fiduciary Assistance.
What are the specialties of Legacy Wealth Solutions?
Their specialties include Financial Planning, Estate Planning, Financial Consulting, Retirement Planning, Financial Protection Planning, Investment Planning, Private Wealth Management, and Financial Portfolio Assessment.
What is the business address of Legacy Wealth Solutions?
Legacy Wealth Solutions is located at 2923 Marketplace Dr, Suite 102, Fitchburg, WI 53719, USA.
What are the business hours for Legacy Wealth Solutions?
They are open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Legacy Wealth Solutions?
You can reach them by phone at +1 608-442-1500 or via email at mary.schwartz@symphonicfa.com.
Which payment options are accepted by Legacy Wealth Solutions?
They accept American Express, Cash, Check, Discover, Invoice, MasterCard, and Visa.
In which languages does Legacy Wealth Solutions provide services?
Legacy Wealth Solutions provides services in English.
Can you recommend nearby financial advising agencies to Legacy Wealth Solutions?
Nearby financial advising agencies include Jason J. Krueger, Midwest Financial Group, Wisconsin Financial Group, The Retirement Money Experts, and WisMed Financial. Clients may find it useful to compare services or seek complementary advice from these local options.
What other professional services are located near Legacy Wealth Solutions?
Nearby professional services include Valicom (telecommunications and information technology), NewGen Solutions LLC (web design and internet marketing), and Farin & Associates (financial service and shopping). These could offer useful resources for clients interested in technology or business services alongside financial advising.
Are there recreational or wellness facilities near Legacy Wealth Solutions?
Yes, nearby are Achieve Gymnastics Center (gymnastics and sports venue), TOCA Soccer Center Madison (stadium and active life), and Blow Dry Style Lounge (hair salon and beauty spa), great options to visit before or after financial consultations for relaxation or activity.