Legacy Advisor Network

Description

• Our legacy is your success.Legacy Advisor Network has been providing service, building long-term relationships, and being there when you need us with candid answers and informed recommendations since 1913.We are an independent, regional firm. We offer our clients personal, individualized service and a full range of financial products, custom-tailored to their unique situations, needs and objectives.We believe that your needs whether they call for tax planning, retirement planning, estate conservation strategies, or more are a top priority. We work with individuals, business owners and families of all ages and income ranges.Most of all, what we do is not about your money, or our wide selection of products. It is about your life, your family, your hopes, and your dreams. In this respect, our role is that of financial quarterback and wealth coach. Thats why we do more than educate and inform our clients about tax saving and accumulation strategies.We work hard to understand the things that are important to you the things that make you smile, and the things that cause you concern. Then we share our experience and knowledge to help take the mystery and anxiety out of investing, managing risk, preparing for retirement, and preserving your wealth. In short, we help you acquire the tools you need to pursue and work towards achieving your financial objectives.Securities and advisory services offered through Cetera Advisors Network, LLC, Member SIPC. Legacy Advisor Network and Cetera Advisors Network, LLC are not affiliated.
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  Headquarters:2970 Chapel Valley Road Suite 101, Madison, Wisconsin, United States

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  Phone Number: +1 800-448-3464

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  Website: https://www.legacyadvisornetwork.com

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  Employees:10

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  Revenue:$1 - 10M

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  Legal Name:Legacy Advisor Network

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• |  NAICS Code: 621111  |

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