Legacy Asset Management Inc
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Legacy Asset Management Inc., based in Indianola, IA, is an Independent Registered Investment Advisory firm specializing in objective fee-based comprehensive financial planning, portfolio management, and retirement plan consulting for both individuals and corporate accounts. Since its inception in 1998, the firm has dedicated itself to assisting clients in building and protecting their financial futures through personalized solutions that address specific needs.
With a professional staff holding credentials in financial planning, finance, and investments, Legacy is committed to evaluating and implementing the best strategies for its clients. Whether serving individual investors or employers aiming to enhance employee benefits, Legacy provides expert guidance and tailored financial solutions.
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