Legacy Financial Management
1393 Meridian Dr Ste 2
WoodburnOR97071
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Description
Legacy Financial Management Inc was founded in 2003. Legacy Financial Management Inc specializes in Investment Advice.
Information from the business
Welcome, we’re Legacy Financial, a full-services investment firm in Woodburn, Oregon. Over the last thirty years of being in business, we’ve seen the unique challenges individuals face as they prepare for retirement. Our comprehensive approach aims to take the mystery out of preparing for today and tomorrow in a caring and sincere environment. Whether your goal is preparing for retirement,...
"Retirement and Income Planning Professionals"
We are a family-run business that has been in Woodburn for almost 30 years. We emphasize on retirement and income planning. We can also assist with trusts, insurance, college savings plans, individual securties, alternative investments, and comprehensive financial planning.
Securities and advisory services offered through LPL Financial, a...
We are a family-run business that has been in Woodburn for almost 30 years. We emphasize on retirement and income planning. We can also assist with trusts, insurance, college savings plans, individual securties, alternative investments, and comprehensive financial planning.
Securities and advisory services offered through LPL Financial, a...
