Nationwide

Legacy Wealth Management, located in Fargo and Bismarck, ND, is dedicated to providing comprehensive investment management and strategic wealth planning tailored to each client's unique financial goals. As fiduciaries, they prioritize clients' interests and strive for a Main Street approach to achieving financial success. With over 30 years of collective experience, their knowledgeable team offers a range of services including financial planning, retirement strategy development, estate planning, and asset management. Legacy Wealth Management aims to simplify the complexities of investing and taxation to help clients secure a fulfilling financial future. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy