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Legacy Wealth Management
2525 Harrodsburg Road, Lexington, Kentucky, United States
About the Legacy Wealth Management
Legacy Wealth Management is a premier financial institution located at 2525 Harrodsburg Road in Lexington, Kentucky. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. We offer a wide range of services including investment management, retirement planning, estate planning, and tax strategies. At Legacy Wealth Management, we are committed to providing personalized and tailored solutions to meet the unique needs of each of our clients. Contact us today to learn more about how we can help you build and preserve your wealth.
Photos of Legacy Wealth Management
2525 Harrodsburg Rd #100, Lexington, KY 40504, United States
Opening hours of Legacy Wealth Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Legacy Wealth Management
"John Davis has helped me manage my accounts for several years and he has always been very professional and responsive! I would recommend him to anyone that could use financial advice or management."
"I think there are two words that come to mind to describe my interaction with LWM: trust and accessibility. I trust John and the team to make sound financial decisions around the management of my retirment money. And, I always feel like I have acess to the team and to John regarding my investment portfolio. Thanks Legacy Wealth Management!"
"My experience with Legacy Wealth has always been very professional and they have always met my needs. John Davis is always available as well as the staff. I highly recommend Legacy Wealth Managment."
"I have had the pleasure of working with Legacy Wealth for years. I have always had the most professional experience with everyone at this firm. The staff was excellent. Always answered my questions and explained to where I could understand it. I highly recommend Legacy Wealth."
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