Legacy Financial Strategies

Wishing you a Thanksgiving season overflowing with happiness, joy, and prosperity. We are incredibly grateful for your ongoing partnership and support, which means so much to us. Thank you for being such an important part of our journey!

On Halloween afternoon bring your 'trick or treaters', including your children, grandchildren, neighbors and/or friends to our office

In honor of Independence Day we will be closed on Thursday, July 4th.

Please join us!

We are excited to announce that Ryan Poll, Financial Advisor of Legacy Financial Strategies was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. See the full 2023 rankings here:
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

Don’t forget to stop by our office today from 11-2! Bring us your old documents that need to be shredded and grab a drink and cookie at our sip and shred event.