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Legacy Wealth AdvisorsFinancial advisor in Madison, WI

Legacy Wealth Advisors is a financial advisor at 5250 E Terrace Dr Ste 114, Madison, WI 53718, ranked #41 of 118 financial advisors in Madison and rated 5.0 from 4 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Madison, WIUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Legacy Wealth Advisors
Address5250 E Terrace Dr Ste 114, Madison, WI 53718Get directions
Phone(608) 466-6717
Websitelwawi.com
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Madison and 7 towns within 25 miles: Sun Prairie, Waunakee, Middleton, Fitchburg, Oregon, Stoughton and Verona.

Based in Madison, WIView on map

Questions about Legacy Wealth Advisors

How is Legacy Wealth Advisors ranked in Madison?

Legacy Wealth Advisors is ranked #41 of 118 financial advisors in Madison by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Legacy Wealth Advisors serve?

Serves Madison and 7 towns within 25 miles: Sun Prairie, Waunakee, Middleton, Fitchburg, Oregon, Stoughton and Verona. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Legacy Wealth Advisors?

Legacy Wealth Advisors has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Legacy Wealth Advisors?

Call Legacy Wealth Advisors on (608) 466-6717. The business is at 5250 E Terrace Dr Ste 114, Madison, WI 53718. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Legacy Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Legacy Wealth Advisors (this business)—675.0 (4)——
LBW Wealth Management, LLC#39675.0 (4)NoNo11.7 mi
Jay Haselwander, RICP® - Summit Financial Advisors#40675.0 (4)NoNo12.8 mi
Wealth Enhancement Group#42663.9 (7)NoNo12.4 mi

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