About
Overview
Legacy Wealth Management, LLC
2257 Harrodsburg Rd
Lexington, KY 40504-3505
BBB Accreditation & Rating
About This Business
Retirement marks the beginning of an exciting new chapter,
and Legacy Wealth is here to ensure individuals and families can embrace it
fully. We take the stress and uncertainty out of retirement planning by
creating customized solutions that align with your goals. With our expertise in
retirement transitions, tax planning, and wealth preservation, you’ll gain the
confidence to make informed decisions and the freedom to enjoy the life you’ve
worked so hard to build. We proudly and proactively serve Lexington and the surrounding areas.
BBB Accredited Since: 12/1/2015
Years in Business: 16
Photos and Videos
Business Details
- BBB File Opened:
- 10/7/2009
- Business Started:
- 5/5/2009
- Business Incorporated:
- 3/17/2009
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. John Davis, President & CEO
Additional Contact Information
- Principal Contacts
- Mr. John Davis, President & CEO
- Customer Contacts
- Mr. John Davis, President & CEO
- Fax numbers
- Primary Fax: (859) 296-1221
- Additional Email Addresses
- Primary: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 801-69511 for this business, issued by Lexington: U.S. Department of Commerce
Lexington: U.S. Department of Commerce
1615 H Street, Northwest
Washington DC 20062
Additional Information
- Business Categories
- Investment Advisory Services, Financial Services, Financial Planning Consultants, Investment Management
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