Legacy Wealth Management
Hours:
Closed Now
Monday 8:30 AM - 5:00 PM
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 5:00 PM
Friday 8:30 AM - 3:30 PM
Saturday Closed
Sunday Closed
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 5:00 PM
Friday 8:30 AM - 3:30 PM
Saturday Closed
Sunday Closed
Address: 1715 Aaron Brenner Dr #301, Memphis, TN 38120, USA Get Directions
What people love
From reviewsAbout this business
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.
Frequently asked questions
6 questionsWhat do Legacy Wealth Management clients say about the work?
Clients frequently praise the team for their honesty, competence, and responsiveness. Reviewers highlight the supportive atmosphere and the team's dedication to helping individuals manage their financial futures effectively.
Does Legacy Wealth Management provide objective financial guidance without selling products?
Yes, Legacy Wealth Management is a fiduciary that offers fee-only financial guidance, ensuring that their goals align with your financial decisions without the influence of product sales.
How experienced is the team at Legacy Wealth Management?
The team at Legacy includes certified financial planners (CFPs), CFA charterholders, CPAs, JDs, and MBAs, emphasizing their commitment to continuous education and expertise in financial consulting.
Can I trust Legacy Wealth Management to handle my financial planning?
Yes, as a fiduciary, Legacy Wealth Management prioritizes your financial interests and does not accept commissions, which fosters trust and aligns their goals with yours.
How does Legacy Wealth Management support clients with their financial futures?
Reviewers note that the team is patient and attentive, taking the time to understand individual situations and providing tailored support to help manage financial futures effectively.
Where is Legacy Wealth Management located?
1715 Aaron Brenner Dr #301, Memphis, TN 38120, USA
Location & directions
Memphis, TennesseeLegacy Wealth Management
Financial Consultant
Address
1715 Aaron Brenner Dr #301, Memphis, TN 38120, USA
Hours
Closed Now
Legacy Wealth Management Reviews · 5.0 average
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