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Legacy Wealth Planning

Legacy Wealth Planning: Trusted, no-pressure financial guidance for lasting wealth in Reno.

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

Legacy Wealth Planning is a Reno-based finance and consulting firm at 10599 Double R Blvd, Reno, NV 89521. Clients praise Wendy Hammond for knowledge, kindness, promptness, and trust, with years of partnership and confidence investing. Bodie Monroe is noted for expertise; reviews describe a no-pressure team with integrity and guidance on estate, tax, and budgeting matters.

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Location

10599 Double R Blvd, Reno, NV 89521, USA

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Services

Financial Planning

Personalized strategies for budgeting, retirement, and wealth accumulation tailored to your goals.

Estate Planning

Comprehensive services to manage and protect your assets for future generations.

Tax Strategy

Expert advice on tax-efficient investing and planning to minimize liabilities.

Investment Management

Professional guidance on portfolio diversification and investment options.

Retirement Planning

Customized plans to ensure a secure and comfortable retirement.

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