Legacy Wealth Management

Hours

Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:30 AM - 5:00 PM

Chamber Rating

5.0 - (4 reviews)
4
0
0
0
0
Read Our 4 Reviews

Chamber Rating

5.0 - (4 reviews)
4
0
0
0
0
  • David Lusby

    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.
    Nov 1st, 2017

  • Emily Lusby

    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.
    Jul 18th, 2017

  • Felicia Scott

    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.
    Jul 5th, 2017

  • Amy Johnson

    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!
    Mar 11th, 2017

Read Our 4 Reviews

About
Legacy Wealth Management

Legacy Wealth Management is located at 2525 Harrodsburg Rd #100 in Lexington, Kentucky 40504. Legacy Wealth Management can be contacted via phone at 859-296-1200 for pricing, hours and directions.

Contact Info

  •   859-296-1200
  •   (859) 296-1200

Questions & Answers

Q What is the phone number for Legacy Wealth Management?

A The phone number for Legacy Wealth Management is: 859-296-1200.


Q Where is Legacy Wealth Management located?

A Legacy Wealth Management is located at 2525 Harrodsburg Rd #100, Lexington, KY 40504


Q What is the internet address for Legacy Wealth Management?

A The website (URL) for Legacy Wealth Management is: http://www.legacywealthky.com/


Q Is there a key contact at Legacy Wealth Management?

A You can contact John Davis at 859-296-1200.


Q What days are Legacy Wealth Management open?

A Legacy Wealth Management is open:
Tuesday: 8:30 AM - 5:00 PM
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM
Friday: 8:30 AM - 4:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:00 PM


Q How is Legacy Wealth Management rated?

A Legacy Wealth Management has a 5.0 Star Rating from 4 reviewers.

Key Contacts

image
John Davis
Owner


Hours

Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:30 AM - 5:00 PM

Ratings and Reviews
Legacy Wealth Management

Overall Rating

Overall Rating
( 4 Reviews )
4
0
0
0
0
Write a Review

David Lusby on Google

image 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.


Emily Lusby on Google

image 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.


Felicia Scott on Google

image 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.


Amy Johnson on Google

image 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!


Overall Rating

Overall Rating
( 4 Reviews )
4
0
0
0
0

Write a Review

RATING:
Create 1 Star Review Create 2 Star Review Create 3 Star Review Create 4 Star Review Create 5 Star Review

Investment Service Near Me in Lexington, KY

Waun Bill
1661 Margate Dr
Lexington, KY 40505
(859) 293-0748
( 0 Reviews )
Charles Schwab
2344 Elkhorn Rd Suite 175
Lexington, KY 40509
859-629-3460
( 0 Reviews )
Matthews Bedford
1224 Telluride Cir
Lexington, KY 40509
(859) 509-6535
( 0 Reviews )
Mgb Decor & You Llc
4280 Jasmine Rose Way
Lexington, KY 40515
(859) 523-6474
( 0 Reviews )
Raymond James Financial Services
3700 Palomar Centre Dr
Lexington, KY 40513
859-253-6436
( 0 Reviews )
C and J Home Restoration
2315 Harrodsburg rd Apt 6
Lexington, KY 40504
(859) 661-1919
( 0 Reviews )
American Farm Investors
333 E Short St #100
Lexington, KY 40507
859-940-3517
( 1 Reviews )
JT Davis Asset Management
444 E Main St #101
Lexington, KY 40507
859-359-3390
( 8 Reviews )

START DRIVING

ONLINE LEADS TODAY!

ChamberofCommerce.com
Loading