Company Overview
- Headquarters
- 2400 N Main St, East Peoria IL
- Website
- legacyinvestments.net
- Phone
- (217) 685-9161
- Employees
- 3
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Legacy Wealth Partners
Legacy Wealth Partners, Inc. is a small investment advisory firm located in East Peoria, Illinois. With three employees, the company generates an annual revenue of $2.5 million. Legacy Wealth Partners provides customized investment strategies and wealth management plans tailored to individual client needs. Their expertise spans various financial areas, including retirement planning, college savings, wealth maximization, and tax optimization. The firm prides itself on developing personalized portfolios, analyzing various financial strategies, and monitoring asset allocations to ensure they align with evolving market conditions, client circumstances, and future aspirations. Clients can reach Legacy Wealth Partners through their website, legacyinvestments.net. Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), a member of FINRA/SIPC.
Company Leadership
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|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |