Legacy Financial Associates

Legacy Financial Associates This process often requires a significant amount of time, knowledge and resources. What distinguishes our approach is its personal emphasis.

For more than a decade, the Advisors at Legacy Financial Associates have been successfully helping families, small business owners and high net worth individuals with their investment, retirement and estate planning needs. Achieving financial success, protecting your assets and passing them to your heirs is a complex and sometimes confusing challenge to even the most experienced investor. From inv

esting and insurance to retirement, college and estate planning, it's a complete package built around your goals, your time frame, your needs. tbush .com
rpencek .com
sgeisbert .com
egills .com

Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC, Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Legacy Financial Associates is not affiliated with Grove Point Financial, LLC or its subsidiaries.

Had a great time w friends at the Weinberg. Thanks Eric Stephens for coming and presenting checks.
11/24/2022

Had a great time w friends at the Weinberg. Thanks Eric Stephens for coming and presenting checks.

Thanks to everyone who took part in the Weinberg event this year! Nice to be back in person!
11/23/2022

Thanks to everyone who took part in the Weinberg event this year! Nice to be back in person!

8 days until we're back at the Weinberg!
11/09/2022

8 days until we're back at the Weinberg!

Please join us at the Weinberg on the 17th! Please email cbaker@legacyfa.com if you can make it.
11/07/2022

Please join us at the Weinberg on the 17th! Please email [email protected] if you can make it.

Did you know?
08/29/2022

Did you know?

It has a big impact.
08/26/2022

It has a big impact.

08/22/2022

Address

149 W Patrick Street
Frederick, MD
21701

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Legacy Financial Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Legacy Financial Associates:

Shortcuts

Share

Category