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Legacy Wealth Management

Legacy Wealth Management: Trusted retirement guidance with accessible, community-focused care.

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

Legacy Wealth Management in Lexington, KY at 2257 Harrodsburg Rd provides professional, client-focused financial guidance. Reviews show a commitment to education and community, with clients' best interests always a priority. The team, including John Davis, is praised for friendliness, knowledge, accessibility, and service that goes above and beyond in retirement planning and investment management.

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Location

2257 Harrodsburg Rd, Lexington, KY 40504, USA

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Services

Wealth Management

Comprehensive financial planning and investment management tailored to your goals and risk tolerance.

Retirement Planning

Personalized strategies to secure and grow your retirement savings for a stable future.

Financial Education

Educational resources and consultations to help clients make informed financial decisions.

Investment Portfolio Management

Professional oversight and optimization of your investment portfolio for maximum returns.

Client Advisory Services

Ongoing support and accessible guidance from our knowledgeable team to meet your financial needs.

Reviews

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