Legacy Financial Services

Legacy Financial Services

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Legacy Financial Services is founded owned and operated by Paul &Todd Andre. Helping preserve your retirement for generations.

With more than 40 years of banking and insurance experience, Paul and Todd specialize in your retirement needs.

Photos from Legacy Financial Services's post 12/03/2024

Awesome night last night at the Broncos…for the win!!

Looking at the Silver Linings l LPL Market Signals Podcast 10/01/2024

What is your time line? Should you be in a place catch the rebound or in a place to protect from the potential bottom? If you are unsure and would like to have further insight contact us at Legacy Financial Services. 970-515-6765

Looking at the Silver Linings l LPL Market Signals Podcast Although it took some last-minute Washington drama to get over the finish line, the nearly $2 trillion fiscal stimulus plan passed and was signed by President Trump Friday afternoon. Highlights include direct payments to US citizens, loans to small businesses, help to the healthcare system, delaying...

12/01/2020

Did you know just last month the DOW Jones Industrial Average saw its greatest month gain sine 1987. Are you confused with these uncertain times with your investments? Give us a call at Legacy Financial Services and allow us to provide some clarity and guidance moving forward. 970-515-6765

Earnings Rebound Picking up Speed 11/13/2020

Where are you positioned moving forward? Have you been hiding from the uncertainty of this current environment? If you are not sure what to do and would like to discuss your options, contact us at Legacy Financial Services 970-515-6765

Earnings Rebound Picking up Speed Third quarter earnings season has been outstanding relative to expectations by many measures. Some of the highlights: S&P 500 Index earnings are tracking to a 7.5% year-over-year decline, as shown in the LPL Chart of the Day, more than 14 percentage points above expectations when earnings season beg...

11/11/2020

To all the Veterans out there. Thank you for your service. We would not have our world without you. You are the backbone of America.....Although not always seen a vital part we could not stand without. Hope you have a peaceful day.

Weekly Market Commentary - Record GDP on the Eve of the Election 11/02/2020

Weekly Market Commentary - Record GDP on the Eve of the Election

Weekly Market Commentary - Record GDP on the Eve of the Election GDP grew 33.1% annualized in the third quarter, the sharpest rebound in GDP since WWII.

Weekly Market Commentary - What Technology's Correction Means 09/28/2020

Weekly Market Commentary - What Technology's Correction Means

Weekly Market Commentary - What Technology's Correction Means The recent correction in the S&P 500 Index’s technology sector presents a unique challenge to markets following a historic stretch of outperformance as technology’s share of the market has ballooned in size.

5 Behavior Changes That Can Impact Financial Future | Brighthouse Financial 09/08/2020

Did you know study's show working with a Financial Advisor can increase your assets/retirement accounts? See this article for information and other key behaviors to help with your financial well being.

5 Behavior Changes That Can Impact Financial Future | Brighthouse Financial Small steps can have a big impact on attaining your financial goals. Here are five simple changes in behavior you should consider using throughout your financial journey. Identifying specific financial goals can be one of the most important steps you can take.

Historic August Opens Door To Worst Month Of The Year 08/31/2020

What does this mean for your retirement? Need help answering that give us a call to discuss your individual situation. Legacy Financial Services 970-515-6765

Historic August Opens Door To Worst Month Of The Year Market Blog What a month August has been so far, with the S&P 500 Index up more than 7%, for the best August since 1984. Not to be outdone, this is the first time in history August saw two sepa...

How the coronavirus downturn may change your plans to retire at 65 08/17/2020

Are you close to retirement? Do you know how you are affected? If you don't have a solid plan for retirement give us a call at Legacy Financial Services..970-515-6765

How the coronavirus downturn may change your plans to retire at 65 Retiring at 65 was already becoming a fading tradition before Covid-19 sank the world's economy. Now, that traditional retirement age could fall further by the wayside as workers pick up the pieces once the economy gets going again. A survey from Allianz Life Insurance Company finds that half of Ame...

Weekly Market Commentary: Calendar Concerns and Gold Gains 08/04/2020

Markets fluctuate on a daily basis and in all reality minute by minute. If you are not wanting to take the time to read or follow markets, lets talk. Having an advisor on your side has historically shown to be positive for the investor. Contact us at Legacy Financial Services. 970-515-6765

Weekly Market Commentary: Calendar Concerns and Gold Gains Real-time economic data continues to show a slowdown, at the same time we’re entering two months of the year that historically have been troublesome for stocks. Meanwhile, gold is breaking out to new all-time highs, confusing many as to what it all means. Stocks are likely due for a breather, but ...

Weekly Market Performance - Markets and Stimulus Measures 07/27/2020

Happy Monday and make it a great week.

Weekly Market Performance - Markets and Stimulus Measures Index Performance S&P 500 Index: -0.3% Dow Jones Industrial Average: -0.8% Nasdaq Composite: -1.3% Equities Large cap US equities pulled back modestly this week, as technology-oriented stocks paused for the second consecutive week. The Nasdaq fell more than 1%, though the S&P 400 Midcap and Russell....

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Address


1120 38th Avenue Unit #1
Greeley, CO
80634

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm