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Legacy Wealth Management LLC
13965 West Chinden Boulevard, Boise, Idaho, United States
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About the Legacy Wealth Management LLC
Legacy Wealth Management LLC, located at 13965 West Chinden Boulevard in Boise, Idaho, is a finance institution that prioritizes protecting and growing your wealth over making commissions. With a team of professionals including attorneys, CPAs, and tax strategists, Legacy Wealth Management is dedicated to helping you create and implement strategies to achieve your financial goals. Whether you are just starting out or looking to secure your legacy, Legacy Wealth Management is there to assist you every step of the way. Their comprehensive approach to investing ensures that you are maximizing your wealth while minimizing taxes. Additionally, Legacy Wealth Management offers insurance strategies tailored to your needs and goals, providing peace of mind for you and your family. As a fiduciary, Legacy Wealth Management is committed to acting in your best interests and helping you navigate the ever-changing landscape of finance. Whether you are looking to grow your wealth for retirement income or to pass on a legacy to future generations, Legacy Wealth Management can help you set and achieve your goals. With a focus on sustainable and socially responsible investing, Legacy Wealth Management is dedicated to creating a more prosperous world for all. Contact Legacy Wealth Management LLC today to learn more about their services and how they can help you achieve your financial objectives.
Photos of Legacy Wealth Management LLC
13965 W Chinden Blvd #100, Boise, ID 83713, United States
Opening hours of Legacy Wealth Management LLC
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Legacy Wealth Management LLC
"Legacy Wealth is one of the best financial firms I've had the pleasure of working with. They take care of their clients, and they're understanding and knowledge in alternative investments is unmatched. As a CPA, I have thoroughly enjoyed working with them."
"I’ve worked with Legacy for over 15 years. They are excellent advisors! I highly recommend their firm. Everyone should at least get a second opinion on their financial plans to make sure you are on the right path to live your legacy!"
"Justin and his crew are very professional and knowledgeable. They do an excellent job in educating their clients in alternative investing. Coming from someone in the DD world, Legacy does a fantastic job of due diligence into investments they offer their clients."
"Pete and his team are like family! They have taken excellent care of us and our financial portfolio! Their passion and expertise brought us together and hold us as loyal clients decades later!"
"The Legacy team has definitely helped me with complex financial strategies that have worked out really well. They also set up my 401k for our 450 employees. One of the best aspects has been using their professional team for legal/estate, tax planning, and investment selection. There are some very bright minds in the Legacy group."
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