Legacy Wealth Solutions
2923 Marketplace Dr, Fitchburg, Wisconsin 53719
(608) 442-1500 Suite 102
Legacy Wealth Solutions Business Information
- Name:
- Legacy Wealth Solutions
- Address:
- 2923 Marketplace Dr
Suite 102 - City:
- Fitchburg
- State:
- Wisconsin, US
- Zip Code:
- 53719
- Telephone:
- (608) 442-1500
- Fax:
- n/a
- Website URL:
- https://www.legacy-wealth-solutions.com/
- Facebook:
- n/a
- Twitter:
- n/a
- Categories:
- Financial Advisory Services
Investments - Hours:
- M-F 9am-5pm, Sa-Su Closed
- Services:
Asset Allocation, Asset Management, Fiduciary Assistance, Financial Advising, Financial Management, Investment Advisor, Investment Management, Retirement Programs - Products:
n/a - Brands:
n/a - Specialties:
- Financial Planning, Estate Planning, Financial Consulting, Retirement Planning, Financial Protection Planning, Investment Planning, Private Wealth Management, Financial Portfolio Assessment
- Coordinates:
- 43.012526, -89.457892
- Accepted Payment:
- American Express, Cash, Check, Discover, Invoice, MasterCard, VISA
- Established:
- 2006
- Contact:
- mary.schwartz@symphonicfa.com
About Legacy Wealth Solutions
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.
2923 Marketplace Dr, Fitchburg, Wisconsin 53719
(608) 442-1500
