Legacy Asset Management

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1800 West Loop S Ste 1790
Houston, TX 77027
+1 (713) 355-7171
http://www.legacyasset.com

Legacy Asset Management Inc. is an independent registered investment advisory firm based in Houston, TX, specializing in fee-based comprehensive financial planning, portfolio management, and retirement plan consulting since 1998. The firm is dedicated to helping clients build and protect their financial future through personalized solutions tailored to individual investors, entrepreneurs, and employers alike.

With a professional staff holding credentials in financial planning, finance, and investments, Legacy Asset Management emphasizes evaluating and implementing the best strategies to meet clients' specific needs. Their services include comprehensive financial planning, wealth management, and 401(k) retirement plan consulting, ensuring each client receives objective and effective guidance.

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1.01 reviews
David G.
8/17/2017

The absolute worst. Incompetent, unreliable, and unprofessional. Run..... don't walk away! My 401k mismanagement has been a nightmare. I am into month two, awaiting a simple disbursement.

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