Legacy Advisory Group
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4001 Nakoosa Trl Ste 203
Madison, WI 53714
Legacy Advisory Group Inc., based in Madison, WI, is an independent financial services agency founded in 2007. Specializing in alternatives to traditional financial planning, the agency offers individualized guidance to assist clients in all stages of life.
Under the leadership of Mary Owen, Legacy Advisory Group Inc. follows the principals of the Prosperity Economics Movement, providing holistic financial advice from a woman's perspective. Through a signature education process, Mary helps clients make informed decisions to confidently plan for their financial future.
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