Legacy Financial Services

Raymond James Financial Services in Westerville, OH is a global financial firm dedicated to providing trusted advice and sophisticated strategies for individuals and institutions. Their wide range of services includes wealth management, investment solutions, financial planning, estate planning, insurance solutions, and more. With a focus on people's financial well-being, Raymond James is committed to working responsibly and sustainably, evident in their corporate responsibility initiatives. They offer a supportive and inclusive culture for their employees, ensuring a positive work environment. Generated from the website

Retirement Plans, Inc. is a leading provider of 401k, Profit Sharing, and Defined Contribution retirement plans, offering comprehensive solutions to businesses across 18 states. With over 75 years of experience, their team of professionals simplifies the process of creating and managing retirement plans, ensuring that each plan is tailored to meet the unique needs of their clients' businesses and employees. By providing quality service, personalized plan features, and cutting-edge tools for investment management, Retirement Plans, Inc. enables participants to effectively prepare for retirement, making the journey towards financial security a straightforward and hassle-free experience.Generated from the website

Yarger Wealth Strategies is a Westerville-based wealth management firm that offers comprehensive and personalized financial solutions to high-end clients. With a team of experienced professionals and a commitment to exceptional client experiences, they strive to empower remarkable living through their concierge-level wealth management services. As a fiduciary, Yarger Wealth Strategies is dedicated to acting in the best interest of their clients and upholding the highest industry standards. Their suite of services includes retirement planning, investment solutions, portfolio management, risk management, and more, tailored to the unique needs of high-net-worth individuals and corporations. With over six decades of experience, they have established themselves as trusted advisors in the field of wealth management.Generated from the website