Legacy Wealth Planning's mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families. Whether you are just beginning your financial planning journey or you are looking for a modern approach to managing your wealth we have the Guidance & Management you need.
Services
Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. We are registered representatives with LPL Financial, regulated by the Financial Industry Regulatory Authority (FINRA) and intend to remain in this capacity.
Know that when you click your advisor's name you will leave the Legacy Wealth Planning website to schedule your appointment. The Legacy Wealth Planning website will remain open in another window. You will get an email from the appointment scheduler confirming your appointment, if you do not receive an email please call the office 775-850-2500.
With so many different retirement plans to choose from, it can be difficult to determine which will suit your individual goals while working toward your retirement savings. Questions surrounding affordability, administration and investment options can be overwhelming. More than ever, retirement planning is critical to a successful and prosperous retirement.
The LPL Financial Advisors at Legacy Wealth Planning provide investment recommendations and investment strategies, including stocks, bonds, annuities and mutual funds. We offer no proprietary investment products and have no investment banking operations and, as a result, Legacy Wealth Planning provides you with access to comprehensive investment strategies.
We at Legacy Wealth Planning know that one of the top priorities for parents is saving for a child's education. For professional college savings planning, call on us. We can help explain the implications of your investment decisions and can help you create a strategy for a college savings plan that will work towards balancing capital appreciation and preservation.
Reviews (1)
Daniel Moroney
Nov 21, 2020
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Hometown heros are hard to find. This group is about as professionally responsible as you can get. They are a no pressure type of outfit and are happy when they have made you happy. I have several accounts with the CFP Phil Mahoney and can not stress the level of integrity and thoughtfulness he has shown my wife and I over the years. Well done.
