Legacy Wealth Solutions

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Legacy Wealth Solutions
2923 Marketplace Dr | Suite 102 | Fitchburg, WI, 53719
6084421500 View location map https://www.legacy-wealth-solutions.com/ mary.schwartz@symphonicfa.com
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Last update: 2024-01-30 19:21:58

Additional Information

  • Payment Methods: American Express, Cash, Check, Discover, Invoice, MasterCard, Visa
  • Year established: 2006
  • Specialties: Financial Planning, Estate Planning, Financial Consulting, Retirement Planning, Financial Protection Planning, Investment Planning, Private Wealth Management, Financial Portfolio Assessment
  • Services: Asset Management, Financial Advising, Financial Management, Investment Advisor, Investment Management, Retirement Programs, Asset Allocation, Fiduciary Assistance
  • Keywords: asset allocation services, comprehensive credit building services, corporate finance analysis services, corporate finance planning services, corporate finance management services, comprehensive financial planning services, economic analysis services, economic forecasting services, estate planning services, financial analysis services, financial consulting services, fiduciary assistance services, financial planning services, investment advising services, investment strategies services, portfolio management serv, financial services, financial advising
  • Languages: English

Schedules


  • Monday: 9:00 am 5:00 pm
  • Tuesday: 9:00 am 5:00 pm
  • Wednesday: 9:00 am 5:00 pm
  • Thursday: 9:00 am 5:00 pm
  • Friday: 9:00 am 5:00 pm
  • Saturday: Closed
  • Sunday: Closed

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