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Legacy Financial Strategies

EST. AUM
$952,034,437

CONTACTS
12

CLIENT ACCOUNTS
2,090

Firm Details

Metro area Wichita
CRD Number 283553
Website legacykc.com
Client types

Overview

Founded in 2000, the company is committed to providing sound fiduciary guidance with a personalized, client-focused approach that sets it apart from impersonal call center firms. Built on trust and confidence, the company values the personal relationships and partnerships formed with each client. With no product sales incentives, the team focuses solely on clients' best interests, offering dedicated support and expertise to help them manage their life savings with confidence.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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