1. US
  2. Brea
  3. Legacy Wealth Management
  4. Legacy Wealth Management

Legacy Wealth Management

(on one pointe drive)
Financial and Investment Services in Brea, CA
Financial and Investment Services

Contact Us

Make a call
714-583-6200

Website

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

One Pointe Drive
Brea, CA
92821

About

At Legacy Wealth Management, we help you meet your objectives through a combination of situational analysis, disciplined asset management, and excellent client service.

We strive to anticipate and address any challenges as they occur, keeping you on-track toward a meaningful and purpose-driven financial future.

Photos

Legacy Wealth Management Photo

Services

  • Investments
  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Financial Planning
  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Insurance
  • Life Insurance
  • Health Insurance
  • Dental Insurance
  • Group Plans
  • Long-term Care Insurance
  • Disability Insurance
  • Buy/Sell Insurance

Information

Company name
Legacy Wealth Management
Category
Financial and Investment Services

FAQs

  • What is the phone number for Legacy Wealth Management in Brea CA?
    You can reach them at: 714-583-6200. It’s best to call Legacy Wealth Management during business hours.
  • What is the address for Legacy Wealth Management on one pointe drive in Brea?
    Legacy Wealth Management is located at this address: One Pointe Drive Brea, CA 92821.
  • What are Legacy Wealth Management(Brea, CA) store hours?
    Legacy Wealth Management store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.

Nearby

Edward Jones - Financial Advisor: Taylor R Curtius, AAMS®
3 Pointe Dr, Brea 0.0 miles
Edward Jones - Financial Advisor: Skyler A Christensen
3 Pointe Dr, Brea 0.0 miles
Edward Jones - Financial Advisor: Jillian L Petuskey
3 Pointe Dr, Brea 0.0 miles
The Crestview Group - Morgan Stanley
Ten Pointe Dr, Brea 0.0 miles
The Mooney Group - Morgan Stanley
Ten Pointe Dr, Brea 0.0 miles
Sevag Haddadian - Morgan Stanley
Ten Pointe Dr, Brea 0.0 miles