Legacy Foundation
Closed
1415 Rolkin Ct Ste 204
Charlottesville, VA 22911
The Legacy Foundation, based in Charlottesville, VA, offers a range of financial services including financial planning, asset management, and ESG investing. Their team provides personalized portfolio reviews and expert investment advice to help clients achieve their financial goals.
With a focus on research and insights, The Legacy Foundation also offers a blog and podcast for clients to stay informed on market trends and investment strategies. Securities are offered through LPL Financial, ensuring a secure and regulated investment experience for their clients.
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