Legacy Wealth Management Inc 7045 Campus Drive, Colorado Springs, CO 80920
About the Business
Legacy Wealth Management Inc, located at 7045 Campus Drive in Colorado Springs, Colorado, is a finance institution dedicated to helping clients build their legacy. Led by James M. Thomas, CFP®, the team at Legacy Wealth Management offers a range of services including insurance, investing, retirement planning, estate planning, and wealth preservation.
On their website, you can find informative videos and calculators to help you better understand financial concepts and make informed decisions. The institution emphasizes the importance of working with skilled professionals to achieve your financial goals.
Securities are offered through Securities America, Inc., member FINRA/SIPC, while advisory services are provided through Securities America Advisors, Inc. Legacy Wealth Management and the Securities America companies are not affiliated.
This institution is focused on educating clients about financial planning basics and providing quick access to market data. They are committed to serving residents of the United States and ensuring that their services comply with relevant regulations.
If you're looking to secure your financial future and build a lasting legacy, Legacy Wealth Management Inc is here to help. Contact them today to learn more about their services and how they can assist you in achieving your financial goals.
Location & Phone number
7045 Campus Dr # 101, Colorado Springs, CO 80920, United States
Reviews
"I have been with James Thomas for a couple decades now. He is honest and patient to explain all the details of the investment portfolio that he constructs for your personal needs. Highly Recommended."
"I had called them to see if I could refer some clients in who needed Employee Benefits packages such as financial planning (which their website clearly states). Before being able to state what I was looking for she said "we don't do insurance" and then hung up on me. I wasn't even looking for insurance for my customers."
List of local businesses, places and services in Colorado
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos