LEGACY FINANCIAL ADVISORS
Company Overview
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About Legacy Financial Advisors
Description
Legacy Financial Advisors is a wealth management firm based in Cincinnati, OH. Focusing on helping clients harmonize their financial assets with personal values, the firm emphasizes holistic financial planning. The dedicated team offers tailored strategies to ensure that wealth reflects both financial goals and life's deeper aspirations.
Specialties
Holistic Financial Planning
Values-Based Wealth Alignment
Tailored Investment Strategies
Retirement Planning Expertise
Family Wealth Guidance
Products & Services
Wealth Management
Holistic Financial Planning
Investment Strategies
Retirement Planning
Tax Optimization
Contact Information
No contact information available
Competitors & Similar Companies(10)
Fifth Third Bank
Cincinnati Wealth Management
Hinde Capital Management
Baird
Wetherby Asset Management
Mariner Wealth Advisors
Wealthspire Advisors
Crescendo Wealth Management
Edelman Financial Engines
Aspiriant
News & Media
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legacy financial advisors
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Frequently Asked Questions about Legacy Financial Advisors
Where is Legacy Financial Advisors located?
The headquarter of Legacy Financial Advisors is located in Covington, Kentucky, United States
What is the official website of Legacy Financial Advisors?
The official website of Legacy Financial Advisors is https://www.legacyfinancialadvisors.com
What industry does Legacy Financial Advisors belong to?
Legacy Financial Advisors belongs to the Financial Services, Professional Services industry.
What are the specialties of Legacy Financial Advisors?
Legacy Financial Advisors specializes in Holistic Financial Planning, Values-Based Wealth Alignment, Tailored Investment Strategies, Retirement Planning Expertise, Family Wealth Guidance.
What products and services is Legacy Financial Advisors likely to offer?
Legacy Financial Advisors offers Wealth Management, Holistic Financial Planning, Investment Strategies, Retirement Planning, Tax Optimization.
Who are the competitors of Legacy Financial Advisors?
Competitors of Legacy Financial Advisors are Fifth Third Bank, Cincinnati Wealth Management, Hinde Capital Management, Baird, Wetherby Asset Management, Mariner Wealth Advisors, Wealthspire Advisors, Crescendo Wealth Management, Edelman Financial Engines, Aspiriant.
What does Legacy Financial Advisors do?
Legacy Financial Advisors is a wealth management firm based in Cincinnati, OH. Focusing on helping clients harmonize their financial assets with personal values, the firm emphasizes holistic financial planning. The dedicated team offers tailored strategies to ensure that wealth reflects both financial goals and life's deeper aspirations.
What are the social media links of Legacy Financial Advisors?
Social media links of Legacy Financial Advisors areLinkedIn