Legacy Wealth Management

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372 Ridges Blvd
Grand Junction, CO 81507

Legacy Wealth Management LLC, located in Grand Junction, CO, is a prominent independent financial services firm established in 1986. With a dedicated team of certified financial planners and trained advisors, they offer a comprehensive range of wealth management solutions tailored to meet individual clients' financial goals and needs.

Specializing in investments, financial planning, and insurance services, Legacy Wealth Management emphasizes the importance of trust and long-term relationships in financial planning. Their commitment to providing personalized recommendations ensures that clients can effectively steward their wealth and achieve their aspirations.

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1.01 reviews
Sally B.
7/15/2022

LWM started out as a great firm until my advisor retired after being with her for 24 years. Even in recessions my account had a positive return. Out of the blue this week after not being in...

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