Over the last 20 years we have helped many advisors make the move to Legacy Financial. Our integrated transition team works for you so that if you've moved 3 times or never at all, the process can be as seamless as possible.
You can enjoy reliability, sophistication and security with the technology services of Legacy Financial. We work with both in-house and remote advisors to assist in securing their systems, consulting on software and business solutions, and assisting with the daily decisions and troubleshooting necessary to ease technology pains.
We understand the products and requirements that sustain a growing financial services firm. From simple services such as assisting with email hosting and faxing to the set up and implementation of remote office networks, Legacy Financial, and our strategic partners are developing a high level of technical support to serve advisors well into the future.
Our IT Support partners and Practice Management team members also provide cost-saving solutions to improve the efficiency of your firm while ensuring compliance and excellent client service.
Kyle Sorensen, Business Development
608.442.1400 ext. 3452
kyles@legacyvest.com
Legacy Financial
2450 Rimrock Road, Suite 203
Madison, WI 53713
800.448.3464
608.442.1400
*When you visit our office, please enter the building using the rear lobby entrance.*
To find out more about what Legacy Financial has to offer, please contact us.
We're growing,
and looking for people to grow with us.
