Description
Legacy Financial Strategies, affiliated with Raymond James, provides comprehensive financial planning and wealth management services in Layton, UT. They help clients prepare for major financial milestones with personalized strategies.
Visit WebsiteFrequently Asked Questions (FAQs)
Legacy Financial Strategies is located at 177 E Antelope Dr Suite A, Layton, UT 84041.
You can contact Legacy Financial Strategies by calling +1-8015259800.
Legacy Financial Strategies is listed under the following categories: Financial planner, Financial consultant .
Legacy Financial Strategies offers the following products: Individual Retirement Accounts (IRAs), Mutual Funds, Fixed Income Securities, Annuities, Life Insurance, Private Wealth Services, Business Owner Financial Solutions .
Legacy Financial Strategies provides a range of services, including: Wealth Management, Retirement Planning, Estate Planning, Investment Solutions, Business Owner Solutions, Financial & Retirement Planning, Insurance Solutions, Banking & Lending Services .
Legacy Financial Strategies specializes in: Personalized financial planning, Retirement and estate planning, Investment management, Business owner financial strategies, Insurance and risk management .
The languages spoken at Legacy Financial Strategies include: English .
Nearby Financial planner Businesses
Bank of Utah - Layton
717 W Antelope Dr, Layton, UT, 84041, US
Edward Jones - Financial Advisor: David A Burns, AAMS®
824 Shepard Ln, Farmington, UT, 84025, US
Bob Aamodt
630 N Main St, Farmington, UT, 84025, US
Bank of Utah Corporate Office
2605 Washington Blvd, Ogden, UT, 84401, US