Legacy Investments & Wealth Management

Legacy Investments & Wealth Management
Business:
Legacy Investments & Wealth Management
Short Description:
Financial Advisors offering estate, trust, pre & post retirement planning and portfolio management.
Long Description:

At Legacy Investments, we understand the value of building relationships with our clients. Knowing what’s important to you is what matters most to us. We start by asking the questions that will help you define what resources you’ll need. From there, we develop an individualized strategy to help you achieve your investment objectives.

Phone Number:
Contact Name:
Jillian Vaillancourt
Address 1:
2 Front Street
City/Town:
Bath
State:
Maine
Zip:
04530
Hours:
9am – 4pm
Maine Street Bath Maine Bath Maine Calendar of Events

Main Street Bath Logo

DONATE LOGIN