Investment Advisor: Legacy Wealth Partners, LLC
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Company: Legacy Wealth Partners, LLC
Contact: Lynn Garrison
11011 King Street, Suite 280
Overland Park, Kansas, 66210
Phone: (913) 338-4530
Fax:
(913) 396-4650
Website: http://www.legacywealth.net
Legacy Wealth Partners is an independently owned fee-only financial planning and investment management company. We specialize in retirement planning, cash flow management during retirement and investment portfolio construction.
Serves Counties: Johnson (KS), Leavenworth (KS), Miami (KS), Shawnee (KS), Wyandotte (KS)
License #: 130472
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 6-10 Years
Designations: PE, CFP
Products:
Reits
Bonds
Stocks
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest:
License Type: Life Insuranc
Insurance Type:
Disclosure:
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