Overview

I am a partner of Legacy Investment Services which was founded by Marc Minor of E. Peoria, IL. I own the AZ branch office in Phoenix after transitioning “Stoltz Financial” into Legacy in 2009.

Although the combined AUM of Marc's personal practice is 6 times that of my buyer profile, the AUM & revenues listed herein belongs to the Arizona office and my portion of Legacy that is indicative of Stoltz & Minor’s joint efforts in other states. It does not include the AUM from Legacy's other partners in the USA.

Legacy is more than a brand. It’s a process and a vision that Marc created to establish a complete resource center for individuals to utilize for investment and retirement research without paying a fee for service. Marc and his partners have developed 35 such centers as this model has realized notable growth including Arizona.

We have the capacity to acquire, grow & service another practice due to the efficiency of our processes and the personal relationships we build. I invite you to visit:
http://___ am a partner of Legacy Investment Services which was founded by Marc Minor of E. Peoria, IL. I own the AZ branch office in Phoenix after transitioning “Stoltz Financial” into Legacy in 2009.

Although the combined AUM of Marc's personal practice is 6 times that of my buyer profile, the AUM & revenues listed herein belongs to the Arizona office and my portion of Legacy that is indicative of Stoltz & Minor’s joint efforts in other states. It does not include the AUM from Legacy's other partners in the USA.

Legacy is more than a brand. It’s a process and a vision that Marc created to establish a complete resource center for individuals to utilize for investment and retirement research without paying a fee for service. Marc and his partners have developed 35 such centers as this model has realized notable growth including Arizona.

We have the capacity to acquire, grow & service another practice due to the efficiency of our processes and the personal relationships we build. I invite you to visit:
http://___

We are looking to expandI am a partner of Legacy Investment Services which was founded by Marc Minor of E. Peoria, IL. I own the AZ branch office in Phoenix after transitioning “Stoltz Financial” into Legacy in 2009.

Although the combined AUM of Marc's personal practice is 6 times that of my buyer profile, the AUM & revenues listed herein belongs to the Arizona office and my portion of Legacy that is indicative of Stoltz & Minor’s joint efforts in other states. It does not include the AUM from Legacy's other partners in the USA.

Legacy is more than a brand. It’s a process and a vision that Marc created to establish a complete resource center for individuals to utilize for investment and retirement research without paying a fee for service. Marc and his partners have developed 35 such centers as this model has realized notable growth including Arizona.

We have the capacity to acquire, grow & service another practice due to the efficiency of our processes and the personal relationships we build. I invite you to visit ___

We are looking to expand our reach in AZ, CA, OR, UT and TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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