Legacy Partners Wealth Management - UBS Financial Services Inc.

Services Offered

• financial planning
• investment management
• retirement strategies

About

Legacy Partners Wealth Management is a financial consulting firm located in Palo Alto, California. The firm provides a range of services including financial planning, investment management, and retirement strategies tailored to meet the needs of individuals and families. Their team focuses on helping clients achieve their financial goals through personalized advice and comprehensive wealth management solutions. Legacy Partners Wealth Management serves a diverse clientele, including professionals and business owners seeking to enhance their financial well-being.

Reviews

Location

Business Information