Legacy Wealth Management
-
One Pointe Drive Suite 355
, Suite 355
Brea, CA 92821 - (714) 583-6200
- Website
Hours
Chamber Rating
About
Legacy Wealth Management
At Legacy Wealth Management, we help you meet your objectives through a combination of situational analysis, disciplined asset management, and excellent client service. We strive to anticipate and address any challenges as they occur, keeping you on-track toward a meaningful and purpose-driven financial future.
Services
- 401(k) Planning
- 403(b) Planning
- Bonds
- Brokerage Accounts
- Buy/Sell Insurance
- College Plans
- Common Stock
- Dental Insurance
- Disability Insurance
- Educational IRA
- Estate Plans
- Financial Planning
- Government Securities
- Group Plans
- Health Insurance
- Insurance
- Investments
- Life Insurance
- Long-term Care Insurance
- Money Purchasing Plans
- Profit Sharing Plans
- Retirement Plans
- Roth IRA
- SEP IRA
- Simple IRA
- Tax Plans
- Traditional IRA
- Treasury Bills
- Treasury Notes
- Variable Annuity
Questions & Answers
Q What is the phone number for Legacy Wealth Management?
A The phone number for Legacy Wealth Management is: (714) 583-6200.
Q Where is Legacy Wealth Management located?
A Legacy Wealth Management is located at One Pointe Drive Suite 355, Suite 355, Brea, CA 92821
Q What is the internet address for Legacy Wealth Management?
A The website (URL) for Legacy Wealth Management is: http://www.lwminvest.com
Q How big is Legacy Wealth Management?
A Legacy Wealth Management employs approximately 20+ people.
Q What days are Legacy Wealth Management open?
A Legacy Wealth Management is open:
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Hours
Ratings and Reviews
Legacy Wealth Management
Overall Rating
Overall Rating
( 0 Reviews )Write a Review
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