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Legacy Wealth Management
Patient, personalized financial guidance for Memphis futures.
4.2
Business
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Patient, personalized financial guidance for Memphis futures.
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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Comprehensive financial planning and asset management to grow and protect your wealth.
Personalized investment strategies and portfolio management aligned with your risk tolerance and goals.
Tailored retirement planning to ensure financial security and legacy building for the future.
One-on-one advisory sessions to assess your financial situation and develop actionable plans.
Guidance on estate management and wealth transfer to preserve your legacy for generations.
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Overall rating
rachael mckee
My money manager told me that I had $800,000.00, when I did not. She did not take accountability and it was at the most dire time in my family. Also, she never asked how much money I had, ever. Glad to be away from these thieves!
Greg Martin
Rob is an amazing advisor and will help you with your financial planning.
Cooper Jack Smith
Great atmosphere with very patient employees willing to look at my specific situation go help manage my financial future!
Gregory Yancey
This is a good place to help you manage your money.
Tim
