Axa Advisors

Legacy Wealth Management, located in Lexington, KY, specializes in helping individuals and families navigate the complexities of financial planning, with a focus on retirement preparation, tax strategies, and wealth preservation. The firm's commitment to transparent communication and proactive advice ensures clients receive tailored solutions that align with their unique financial goals. With a dedicated team that encompasses a diverse range of expertise, Legacy Wealth Management serves pre-retirees, retirees, blue-collar professionals, and Kentucky business owners, empowering them to attain financial independence and secure their life aspirations. By upholding fiduciary standards and emphasizing financial clarity, Legacy Wealth fosters confident decision-making throughout every client's financial journey. Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.