Overview

At Legacy Capital we're focused on providing a first class experience for our clients and their families. We are interested in partnering with advisors and firms as part of their succession and legacy planning. Whether it's a Sell & Stay, a Lifestyle Transition, or just an outright sale your looking for, we should definitely be one of the 2-3 firms your consider.

Our financial planning focus, team of experienced advisors and fantastic operations department are here to make sure you get the value your practice is worth and the transition that best suits you and your clients.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
467 days old

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