Legacy Financial Services, Inc.

Services Offered

• Comprehensive financial planning
• Wealth management
• Investment management
• Retirement planning
• Risk assessment

About

Legacy Financial Services is a financial planning firm based in Eugene, Oregon, founded in 2003. The company offers comprehensive financial planning and wealth management services tailored for individuals with significant assets and complex financial needs, as well as small businesses and individual investors. Their approach focuses on understanding clients' financial objectives and concerns, providing tailored products and services to help meet those goals. Legacy Financial Services is committed to assisting clients in assessing their goals and identifying potential areas of risk.

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Business Information