Legacy Investments & Insurance Services, Inc

Specialties

Welcome to LEGACY Investments & Insurance Services, our company provides professional money management and financial planning services to help our clients achieve their personal and financial goals. We specialize in wealth management and retirement income planning.

As independent investment advisors, we serve as our clients’ personal advocate. We help you map out a plan to reach your financial destination. As your personal financial advisor, we can:

* Help you identify your personal and financial goals (your destination).

* Recommend solutions tailored to your specific needs (your roadmap).

* Explain how and when to make adjustments to your financial plan

(roadside assistance).

On our Web site, you’ll find valuable information to help you evaluate your current financial situation. We offer educational articles that outline financial concepts and highlight products designed to help you reach your goals. You will also find calculators that will help you assess your current and future financial strategy.

Securities Offered Through First Allied Securities, Inc. A Registered Broker Dealer Member of FINRA/​SPIC. Advisory Services Offered Through First Allied Advisory Service, Inc. A Registered Investment Adviser.

History

Established in 2005.

Legacy Investments & Insurance Services, Inc., in Sun Prairie, WI, has been providing an independent perspective on your financial future since 2005. We provide professional money management and financial planning services designed to help their clients work toward their personal and financial goals. Our services include retirement planning, wealth management and more. We help our clients map out a plan to reach their financial destination. Give us a call today!

Associations:

Sun Prairie Chamber Of Commerce

Marshall Lions Club

Dave Ramsey Local Provider

Certifications:

Qualification Series 7, 63, 65, 66 & Series 6

Additional Licensing In Life & Health Insurance

Areas Served:

— Sun Prairie

— Madison

— Deforest

— Waunakee

— Cottage Grow

— Monona

— Stoughton

— Marshall

— Waterloo