Legacy Financial Solutions Inc

Specialties

Assisting in preserving, maximizing and transferring personal wealth.

Meet the Business Owner

Stephen M.

Business Owner

Stephen Mathieu, founder and President of Legacy Financial Solutions, Inc., received his Bachelor Degree in Accounting from the University of Massachusetts in 1979. He has also earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Registered Health Underwriter (RHU) designations from the American College.

Steve has again in 2014 been named as a Five Star Wealth Manager by New Hampshire Magazine, as he has been rated highest in overall satisfaction by clients, peers and industry experts. The award puts him in a distinguished group of just 4% of all wealth managers in the state.

In addition to running his successful practice, Steve teaches courses in tax, business and estate planning. He has conducted hundreds of educational workshops for the public and professional groups and has written numerous articles dealing with financial and estate planning issues.