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Legacy Wealth Management

Patient, personalized financial guidance for Memphis futures.

4.2(5 reviews)
financial-advising
$$$
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About

Legacy Wealth Management, a Memphis-based finance and consulting firm at 1715 Aaron Brenner Dr #301, offers tailored financial planning and guidance. Reviews praise patient staff and advisors like Rob for thoughtful, personalized planning, helping clients manage their money. One review notes a lack of accountability in a past experience, underscoring the importance of trustworthy service.

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Location

1715 Aaron Brenner Dr #301, Memphis, TN 38120, USA

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Services

Wealth Management

Comprehensive financial planning and asset management to grow and protect your wealth.

Investment Planning

Personalized investment strategies and portfolio management aligned with your risk tolerance and goals.

Retirement Strategies

Tailored retirement planning to ensure financial security and legacy building for the future.

Financial Consultation

One-on-one advisory sessions to assess your financial situation and develop actionable plans.

Estate Planning

Guidance on estate management and wealth transfer to preserve your legacy for generations.

Reviews

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