Legacy Wealth Management (Mount Pleasant, SC) Email Format

Investment ManagementSouth Carolina, United States0-1 Employees

Legacy Wealth Management was founded with the goal of assisting our clients in their financial lives. We believe we've assembled the most comprehensive and personal service available, as we strive to earn a reputation for excellence in our industry. For each of our clients we seek to help create financial stability so they may pursue financial independence. We pledge our knowledge, our resources and our dedication to integrity in all we do. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you pursue your goals. As your Financial Professionals, we strive to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach in order to pursue your objectives. As a client of Legacy Wealth Management and Maryland Financial Group, Inc. our goal is to provide: -Independent, sound advice -Portfolio strategy customized for your situation -Disciplined, systematic process -Regular communications -Proactive partnership

Sign up for free to view info

Company overview Employee directory