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Business Profile

Financial Services

Legion Private Wealth Management, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(888) 655-1708Email BusinessWrite a Review

About

Overview

Legion Private Wealth Management, LLC

1206 N Dolarway Rd Ste 116

Ellensburg, WA 98926-8392

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BBB Accreditation & Rating

Legion Private Wealth Management, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Legion Private Wealth Management, LLC provides financial planning services.

BBB Accredited Since: 5/23/2024

Years in Business: 4

Products and Services

Business Services, Consultant, Financial Services, Insurance, Investment Management, Accounting Services, Bookkeeping Services, Business Consulting, Buy/Sell Agreements, Education Programs, Financial Planning, Insurance Planning, Investment Advice, Legal Structuring, Partnership Planning, Real Estate Management, Retirement Planning, Tax Planning, Wealth Conservation, Wealth Creation, Wealth Direction, Workshops

Business Details

Local BBB:
BBB Great West + Pacific
BBB File Opened:
5/15/2024
Business Started:
6/16/2022
Business Incorporated:
6/16/2022
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Legion Capital Management LLC
Related Businesses:
Legion Insurance Group, LLC
Business Management:
Mr. Stephen Montgomery, Owner

Additional Contact Information

Principal Contacts
Mr. Stephen Montgomery, Owner
Customer Contacts
Mr. Stephen Montgomery, Owner
Additional Email Addresses
Primary: Email this Business
Social Media

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.

Additional Information

Other Resources
Washington Department of Financial Institutions
PO Box 41200
Olympia WA 98504
Phone Number: (360) 902-8700
http://www.dfi.wa.gov
Washington Department of Licensing
2000 4th Ave W
Olympia WA 98502
Phone Number: (360) 664-6488
http://www.dol.wa.gov/business/realestate
[email protected]
Business Categories
Financial Services, Business Services, Real Estate, Investment Management, Consultant, Wealth Management

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