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  4. Legacy Financial Partners

Legacy Financial Partners

(on oak alley court)
Financial and Investment Services in Toledo, OH
Financial and Investment Services

Contact Us

Make a call
419-260-3285

Website

Location

3454 Oak Alley Court
Toledo, OH
43606

About

There are no absolutes in life or investing. Despite that we do our best to put our clients' needs, and their financial goals, first. Whether you are already retired, a pre-retiree, or a young professional looking to accumulate wealth, we can work with you to make a plan to achieve your financial goals

Photos

Legacy Financial Partners Photo Legacy Financial Partners Photo Legacy Financial Partners Photo

Services

  • 401(k) Rollovers
  • 529 College Savings Plans
  • Business Succession Planning
  • Financial Planning
  • Investment Management
  • IRAs
  • IRA Rollovers
  • Legacy Planning
  • Life Insurance
  • Long-Term Care
  • Medicare Supplements
  • Retirement Income Planning
  • Social Security Maximization
  • Tax-Efficient Strategies for Individuals

Information

Company name
Legacy Financial Partners
Category
Financial and Investment Services
Est
2018

FAQs

  • What is the phone number for Legacy Financial Partners in Toledo OH?
    You can reach them at: 419-260-3285. It’s best to call Legacy Financial Partners during business hours.
  • What is the address for Legacy Financial Partners on oak alley court in Toledo?
    Legacy Financial Partners is located at this address: 3454 Oak Alley Court Toledo, OH 43606.

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