NetworkยทVenture Capital

Legacy Financial Independent Advisors LLC

Unclaimed

๐Ÿ“ LOUISVILLE, KY

Venture Capitaltechnology
www.legacyfia.com โ†—

SEC CRD #801-127031

About

Legacy Financial Independent Advisors Legacy is about making a meaningful impact that outlasts us. Legacy is about making a meaningful impact that outlasts us. Legacy is about making a meaningful impact that outlasts us. Legacy is about making a meaningful impact that outlasts us. Learn More How We Partner With Clients Financial Planning Wealth Management Our Clients Individuals and Families We help individuals, couples, families and extended families make the most of their wealth. Whether creating a lifestyle or creating a legacy - we build a plan with you and invest behind it. Business Owners Entrepreneurs and business owners have unique financial decisions to make every day. We provide robust, discreet advice based on the entire picture of personal and business assets of entrepreneurs and high net worth individuals. Employers Employee retirement plans require tailored choices for investing and growing savings. In regular meetings with plan sponsors and owners we develop tailored investment options within a plan. We meet regularly with each employee to provide help with investment choices that address their appropriate risk and diversification needs. It is never too early to start your financial plan and invest behind it. Tell us more about your goals, and we will get you started on a plan to achieve them. If you'd like to contact one of our Financial Advisors directly, click here for our team directory . Legacy Financial Independent Advisors 100 Mallard Creek Road, Suite 4

Key Contact

CM

CHRIS MCCREA

CHEIF COMPLIANCE OFFICER, MEMBER

๐Ÿ“ž (502) 873-0522

๐Ÿ”’ Sign up for free to view key contact information

Sign up free โ†’
โ„น

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$484M

Location

LOUISVILLE, KY

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.