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Legacy Wealth ManagementFinancial advisor in Sacramento, CA

Legacy Wealth Management is a financial advisor at 555 Capitol Mall Ste 747, Sacramento, CA 95814, rated 5.0 from 1 Google review.

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.

Sacramento, CA0 paid placements in any rankingHow we rank

Call (916) 465-8000Website ↗

Key facts

Key facts about Legacy Wealth Management
Address555 Capitol Mall Ste 747, Sacramento, CA 95814Get directions
Phone(916) 465-8000
Websiterjlegacywealth.com
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Sacramento and 11 towns within 25 miles: West Sacramento, Parkway, Arden-Arcade, Rosemont, Florin, La Riviera, Rio Linda, Carmichael, North Highlands, Foothill Farms and Rancho Cordova.

Based in Sacramento, CAView on map

Questions about Legacy Wealth Management

What areas does Legacy Wealth Management serve?

Serves Sacramento and 11 towns within 25 miles: West Sacramento, Parkway, Arden-Arcade, Rosemont, Florin, La Riviera, Rio Linda, Carmichael, North Highlands, Foothill Farms and Rancho Cordova. 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 Management?

Legacy Wealth Management has a rating of 5.0 from 1 Google review. 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 Management?

Call Legacy Wealth Management on (916) 465-8000. The business is at 555 Capitol Mall Ste 747, Sacramento, CA 95814. 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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