Legacy Financial Associates 149 West Patrick Street, Frederick, MD 21701
About the Business
Legacy Financial Associates is a finance institution located at 149 West Patrick Street in Frederick, Maryland, United States. We specialize in providing informed decisions and solutions for the best half of your life. With startling statistics showing that many Americans are unprepared for retirement, our team is dedicated to helping you plan for a secure financial future.
Our Life Guides offer valuable checklists and questionnaires to guide you through various life events, ensuring that you have the information you need to make sound financial decisions. We offer securities through Grove Point Investments, LLC, and investment advisory services through Grove Point Advisors, LLC.
Please note that Legacy Financial Associates is not affiliated with Grove Point Financial, LLC or its subsidiaries. Our professionals are registered and licensed to conduct business in specific states and jurisdictions. Contact us today to learn more about how we can help you plan for a secure financial future.
Photos
Location & Phone number
149 W Patrick St, Frederick, MD 21701, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Tracy and Rich are outstanding retirement counseling professionals."
"We found an advisor we know we can trust. We were referred to them by others that felt the same way, and since working with them we have met others that do as well. Everyone has been very happy with them."
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