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Legacy Wealth Management

Name: Legacy Wealth Management
Address: Memphis, US
Telephone: +19017589006
Rating: 5

5 reviews

financial consultant Best Financial Consultants in United States Best Financial Consultants in Tennessee

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+19017589006

Open 8:30 AM - 3:30 PM now

1715 Aaron Brenner Dr #301, Memphis, TN 38120, USA Get Directions

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ABOUT Services Excellence Summary

Many people lacked financial organization in 1982. The guidance came from those who sold something, like stockbrokers or insurance agents. The complexity of financial advice increased as a result. John Ueleke had a unique vision. He wants to offer unbiased and fee-only financial advice without requiring product sales. He established Legacy Wealth Management based on this philosophy. Legacy is a fiduciary and does not receive commissions. Your objectives and requirements drive Legacy's decisions. A strong business starts with a strong team. Legacy advocates for teamwork and ongoing education, employing professionals with CFPs(r), CFA charterholders, and CPAs, as well as JDs and MBAs.