LEGACY WEALTH MANAGEMENT, LLC.
Legacy Wealth Management is one of the best financial services located in Boise, Idaho. LEGACY WEALTH MANAGEMENT, LLC. is one of the Three Best Rated® Financial Services in Boise City, ID.
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We’ve been with Legacy a year now. Its been a refreshing change from our previous stoic investment company. We think Legacy staff are working very hard to make monetary gains in a variety of markets and as a result our portfolio seems to be growing nicely. We like the diversity and growth outside the stock market that Legacy offers.
My interactions with both Acen and Brian have been incredibly helpful and insightful. Having all of my resources with one firm is so much easier to manage then being with multiple sources. I also love that because all my services are together I know that my entire portfolio is working cohesively and to my financial benefit.
The team at Legacy Wealth Management put a lot of care and attention into their clients. The amount of due diligence they perform on investment opportunities prior to approving them on their platform is second to none. I have always enjoyed working with the advisors and staff as well as their clients directly.
I recommend Legacy Wealth for both small and larger investment accounts because of our personal and long term experience with the firm.
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Location / Contact:
- 13965 West Chinden Boulevard, Suite 100, Boise City, ID 83713
- Phone : (208) 955-0500
- EMail : leg***@l***.com
- Website : legacywealthmg.com
Working Hours:
Mon-Fri: 8am - 5pm
Sat & Sun: Closed
TBR® Inspection Report:
Nearby Financial Services in Boise City:
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PETSO FINANCIAL CONSULTANTS, LLC 1405 West Main Street, ID 83702
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HARMON SMITH FINANCIAL GROUP 1111 West Jefferson Street, Suite 540, ID 83702