Investments

DISCOVER YOUR INVESTMENT OPTIONS

Legacy Financial Services, LLC is a full-service brokerage firm. We currently offer a wide range of professional and personal financial services.

We will keep in touch with you via all forms of communication with a strong emphasis on face to face meetings for semi-annual reviews. We are as accessible as a phone call any day and anytime. We welcome your calls and inquiries; we will strive to serve your needs quickly and accurately. As our client we value your trust. All matters are handled with the strictest of confidentiality.
* Mutual Funds
* Stocks and Unit Investment Trusts
* Life Insurance
*Employer Sponsored Plans
* Annuities - Fixed and Variable
* Disability and Long-Term Care Insurance
*IRA Traditional/Roth
* Tax-Exempt and Tax Deferred Investments
* Corporate, Municipal and Government Bonds
Investments — Business People Discussing in Greeley, CO

FINANCIAL SOLUTIONS

While developing customized financial solutions, we will walk you through a step-by-step process that will help you understand your options and have the ability have confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. we can help you execute a sound financial program utilizing the following products and services:
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