Legacy Financial Associates, LLC

Registered Representative

Our Guiding Principles

PERSONAL SERVICE -

At Legacy, we believe in personal service. While many firms outsource phone calls and promote internet stock trading, we meet our clients face to face. Call us old fashioned, but we believe that personal service is the cornerstone of a successful client relationship.

INDEPENDENT GUIDANCE -

As an independent financial firm, Legacy has the ability to source the best investments and financial products for you. We firmly believe that our independence allows us to provide the best solutions for your financial needs.

PERSONALIZED SOLUTIONS -

At Legacy, we help you put all the pieces together for potential financial success. Our team includes an attorney and a tax professional to ensure that your investments are tailored to mesh smoothly with your retirement plan, estate plan and tax situation.

Office:	440-237-8000
Fax:	440-237-8002