Legacy Investments & Insurance Services

Welcome to LEGACY Investments & Insurance Services, our company provides professional money management and financial planning services to help our clients achieve their personal and financial goals. We specialize in wealth management and retirement income planning.As independent investment advisors, we serve as our clients' personal advocate. We help you map out a plan to reach your financial destination. As your personal financial advisor, we can: Help you identify your personal and financial goals (your destination). Recommend solutions tailored to your specific needs (your roadmap). Explain how and when to make adjustments to your financial plan (roadside assistance).On our Web site, you'll find valuable information to help you evaluate your current financial situation. We offer educational articles that outline financial concepts and highlight products designed to help you reach your goals. You will also find calculators that will help you assess your current and future financial strategy.Securities Offered Through First Allied Securities, Inc. A Registered Broker Dealer Member of FINRA/SPIC. Advisory Services Offered Through First Allied Advisory Service, Inc. A Registered Investment Adviser.

IAG Wealth Partners is a trusted financial advisory firm based in Janesville, WI, with over 38 years of experience serving professionals, retirees, multi-generational families, and business owners. Their holistic wealth management process focuses on building long-term relationships and helping clients achieve their financial goals through personalized planning and objective advice. With a commitment to knowledge, experience, integrity, and spiritual values, IAG strives to make a lasting impact on their clients' lives. Recognized as Forbes America's Top RIA Firms in 2023 and boasting top-ranked LPL advisors, IAG Wealth Partners is dedicated to providing comprehensive wealth management services and clear vision for a secure financial future.Generated from the website

As Erie Insurance Agents we provide superior home, auto, business or life Insurance to suit your needs. With award-winning service and great prices we give you confidence that you are well protected.