Legacy Financial
117 East 4th Street, Covington, KY 41011
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Legacy Financial is a finance institution located at 117 East 4th Street in Covington, Kentucky, United States. At Legacy Financial, we believe that your wealth is more than just money - it's about aligning your treasure with your heart. Our team of financial professionals will work closely with you to understand your vision, values, and goals, helping you align your actions with your intentions in your finances.
Our multi-disciplinary team brings together expertise in investment, insurance, tax, and estate planning to develop a holistic financial plan tailored to your unique needs. We begin by focusing on understanding you and what matters most to you, ensuring that your finances reflect your priorities.
With clarity on your goals, we'll help you coordinate and simplify your financial life, providing 'hands-on' guidance with a high level of integrity and confidentiality. Our experienced team has decades of combined wealth management experience and will leverage industry resources to keep you focused on where you want to go and advise you on how to get there.
As your financial professionals, we are committed to helping you maintain a disciplined approach to realizing your financial goals. Advisory products and services are offered by Investment Advisory Representatives through Legacy Financial Advisors, an SEC Registered Investment Advisor. Securities are offered by Registered Representatives through Private Client Services, Member FINRA and SIPC. Legacy Financial Advisors and Private Client Services are unaffiliated entities. When you partner with Legacy Financial, you can seek the freedom you deserve with a true partner by your side.
Reviews
"I have worked with Legacy Financial for many years and have had such a great experience I decided to share. I tried my hand in the stock market years ago before meeting Legacy, and did not fare very well. Since then, I have put my complete trust in the Legacy Team and the returns have been fantastic and consistently above market averages. My retirement goals are now within sight. In addition to help with my portfolio the Legacy Team suggested and guided me through the process of getting my legal documents in order (Will, Living Will, Power of Attorney, and Trust). All are now stored electronically by Legacy and my family knows where to go in the event something happens to me. I give Legacy Financial Advisors, my highest recommendation."
"Personal service with great group of advisers."
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