Legacy Financial Associates

Legacy Financial Associates

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This process often requires a significant amount of time, knowledge and resources. What distinguishes our approach is its personal emphasis.

For more than a decade, the Advisors at Legacy Financial Associates have been successfully helping families, small business owners and high net worth individuals with their investment, retirement and estate planning needs. Achieving financial success, protecting your assets and passing them to your heirs is a complex and sometimes confusing challenge to even the most experienced investor. From inv

Photos from Legacy Financial Associates's post 11/24/2022

Had a great time w friends at the Weinberg. Thanks Eric Stephens for coming and presenting checks.

Photos from Legacy Financial Associates's post 11/23/2022

Thanks to everyone who took part in the Weinberg event this year! Nice to be back in person!

11/09/2022

8 days until we're back at the Weinberg!

11/07/2022

Please join us at the Weinberg on the 17th! Please email [email protected] if you can make it.

08/31/2022

Head to our website to request a free Life Guide from our homepage: http://www.legacyfa.com/

08/29/2022

Did you know?

08/26/2022

It has a big impact.

08/24/2022

Weighing the risks and rewards of various investment options can help you develop a sound investment strategy. Check out our Flipbook on investing basics to learn more: http://www.legacyfa.com/investing-basics.c5450.htm

08/22/2022
08/17/2022

If you carry credit card debt, do you know how long it will take to pay it off? Use our free financial calculator at our website to see an estimate of how long it will take to pay off your debt: http://www.legacyfa.com/learning_center/calculators/credit_card_debt

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Address


149 W Patrick Street
Frederick, MD
21701

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm