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Current company Legacy Advisor Network
Financial Services · 6 employees · Founded 1913 · Middleton, Wisconsin, United States
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. That’s 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. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please visit website for full disclosure.