Legacy Wealth Management Inc - Colorado Springs, Colorado

Overview of Legacy Wealth Management Inc.

Located at 7045 Campus Dr # 101, Colorado Springs, CO 80920, Legacy Wealth Management Inc. stands out as a dedicated financial planning service provider, particularly focusing on financial planning with Financial Planner services. Their contact details include a phone number 193800295 for interested parties to reach out directly. For those interested in further details, their website legacywealth1.com offers a wealth of information.

Facilities and Accessibility

Guests visiting Legacy Wealth Management Inc. are greeted with accessibility in mind, featuring a wheelchair accessible entrance, parking lot, and restroom. This ensures that all individuals, regardless of mobility, can navigate the premises without difficulty. Such amenities reflect the company's commitment to inclusivity and customer service.

Special Features and Recommendations

Clients are advised to appointments recommended. This precaution ensures a personalized and undisturbed experience during consultations, crucial for financial planning, where detailed discussions are often necessary. Given their specialties in financial planning, Legacy Wealth Management Inc. is particularly suited for those seeking tailored financial strategies that align with personal goals.

Opinions and Reviews

With just two reviews on Google My Business, the average opinion stands at 3/5. Although the feedback is limited, it suggests a solid foundation of client satisfaction, emphasizing the honesty and patience of their service providers, particularly James Thomas, who has been a client for decades. Prospective clients might find this a compelling starting point, indicating a level of trustworthiness and dedication to detailed explanations of investment portfolios.

Recommendation

For those considering their financial future, Legacy Wealth Management Inc. presents an opportunity to explore personalized financial planning services. Given the accessibility of their location and facilities, along with the promise of detailed and honest advice, it's worth reaching out through their website legacywealth1.com. While opinions may vary, the potential for building a robust financial strategy with experienced professionals like James Thomas is a compelling reason to schedule an appointment. Your financial well-being deserves careful consideration and expert guidance, and Legacy Wealth Management Inc. appears ready to offer just that.

Remember, while opinions are valuable, they should guide rather than dictate your decision-making process. It's always beneficial to conduct thorough research and perhaps consult with multiple financial advisors before making significant financial commitments.

👍 Reviews of Legacy Wealth Management Inc

Isaac C.

5/5

I have been with James Thomas for a couple decades now. He is honest and patient to explain all the details of the investment portfolio that he constructs for your personal needs. Highly Recommended.

Don H.

1/5

I had called them to see if I could refer some clients in who needed Employee Benefits packages such as financial planning (which their website clearly states). Before being able to state what I was looking for she said "we don't do insurance" and then hung up on me. I wasn't even looking for insurance for my customers.