Reviews of Legacy Wealth Management LLC (Financial Consultant)

Pisoot Senethavilay

The team at Legacy Wealth Management put a lot of care and attention into their clients. The amount of due diligence they perform on investment opportunities prior to approving them on their platform is second to none. I have always enjoyed working with the advisors and staff as well as their clients directly.

Tina Nalda

We are nothing short of amazed and grateful- from the staff, to the prompt replies, as well as thorough communication. But most of all the huge success in our personal lives and business. Without your services, we would not be anywhere near where we want to be with our life goals. 5 stars and my highest accolades and recommendation for Legacy Wealth Team! We truly appreciate you.

V. J. Heins

We have been with the firm for 10+ years; back to the last recession. We have all had bumps in our investment and portfolio management, but the goal at Legacy Wealth is to smooth out those bumps and make investing as easy as possible. The firm has grown exponentially in the past 10 years, and improving each year. The staff is attentive and responsive if you do your part and let them know what your goals and needs are. There is a wealth of experience and talent among the staff, if you'll just communicate your wants and needs with them. The firm is capable of investing in many many more categories than just the standard equities... lots of alternative investments are well vetted and investigated. If you're looking for just "market" performance this may not be the firm you will fit with. Remember their goal is to smooth out the ruff spots. No high highs and no low lows! Just protection and steady performance if that's what you tell them you're looking for. Again lots of options - Dave Ramsey advisors, licenses to invest in alternatives, investing risk assessment, annuities, life Ins., wealth management, real estate, portfolio modeling, and financial management, supportive staff, upgraded software and MOST importantly the firm is a Registered Investment Advisor (RIA). Most firms do NOT have that designation -- and having that designation means much more accountability to their clients -- in house compliance, and personalized fiduciary responsibility. They answer to their clients. They act at all times for the sole benefit and interest of their clients. That's what an RIA firm does. An RIA is NOT paid by the company that sells a product that you purchase, again not like most advisors. RIA's are paid by the client. If ridiculously high return is what you're looking for, then you are taking ridiculously high RISK -- that's not what Legacy Wealth provides. The term "legacy" is the focus and direction of the firm. Wealth transfer and legacy planning are the focus of a family owned and run firm. I recommend Legacy Wealth for both small and larger investment accounts because of our personal and long term experience with the firm.

Brent Jordan

They should change their name to Legacy Wealth Mismanagement. In 2016 when the market was pulling solid double digit returns my returns through them were single digit. My self managed accounts exceeded their returns for more than two-fold. When I made the decision to pull my account it took 1.5 years for all of my investments to liquidate and roll over due to the ratchet account they had me invested in. The best thing I did was leave. For those who are Ramsey followers. They may be part of their advisor network, but they do not believe in his teachings. They only became endorsed to get your money.

Steve Swann

We’ve been with Legacy a year now. Its been a refreshing change from our previous stoic investment company. We think Legacy staff are working very hard to make monetary gains in a variety of markets and as a result our portfolio seems to be growing nicely. We like the diversity and growth outside the stock market that Legacy offers. Legacy staff is always accessible and provide great follow through with our questions and sometimes unique needs. Some of the “perks” of being a Legacy client have been informational events for investing and investor updates; always classy without being too much. And some events are just downright fun; like “movie night!” We like that Legacy is interactive with their clients and include us on several levels.