Firm & Services
MISSION STATEMENT
Our mission at Legacy Investment Advisors, Inc. is to help you achieve your financial goals by providing you with superior solutions and service.
OUR FIRM
We are a registered investment advisory firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
OUR SERVICES
While developing a customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Investment Management |
Retirement Strategies |
Estate Conservation
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Insurance and Annuity Products
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Featured Links
Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.
- www.morningstar.com - Morningstar Home Page
- www.nationalfinancial.com - NFS Home Page
- www.seic.com - SEI Home Page
Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our firm cannot be responsible for the content of any of the above links.