PROTECTING YOUR RETIREMENT 
FOR GENERATIONS

Call us today for customized financial solutions!

CALL NOW

PROTECTING YOUR RETIREMENT FOR GENERATIONS

Call us today for customized financial strategies!

CALL NOW

FINANCIAL ADVISORS IN GREELEY, CO

Legacy Financial Services is here to provide clients with the professional assistance they need to make investment decisions. Just as important as a good plan is, so is an investment representative to help you to pursue your goals. You want to select a local and seasoned investment professional who has the knowledge and ability to provide you with tailored strategies to your individual needs and the commitment to stand by you for the long term. We can help you pursue financial independence for years to come.

CUSTOMIZED FINANCIAL SERVICES:

  • Mutual Funds
  • Stocks & Unit Investment Trusts
  • Life Insurance
  • Employer Sponsored Plans
  • Annuities – Fixed & Variable
  • Disability & Long-Term Care Insurance
  • IRA Traditional/Roth
  • Tax-Exempt & Tax Deferred Investments
  • Corporate, Municipal & Government Bonds

Business Objective & Philosophy

Our main objective is to determine the financial needs of the client and then formulate a strategy to accomplish their goals. This can only be accomplished thru trust, a commitment to ethical behavior, and adhering to a high professional standard. Service to your financial needs is an utmost priority to us and will be accomplished to the best of our abilities.

Business Objective & Philosophy

Our main objective is to determine the financial needs of the client and then formulate a strategy to accomplish their goals. This can only be accomplished thru trust, a commitment to ethical behavior, and adhering to a high professional standard. Service to your financial needs is an utmost priority to us and will be accomplished to the best of our abilities.