Legacy Wealth Management in Lexington, KY offers comprehensive wealth management services tailored for retirees and pre-retirees. Their team of financial professionals prioritizes clients' goals and dreams for retirement, providing transparent and proactive service to ensure financial peace of mind.
Specializing in portfolio management, retirement planning, tax planning, and estate planning, Legacy Wealth Management takes a holistic approach to help clients achieve their financial objectives. By focusing on personalized strategies and collaborative partnerships, they aim to maximize efficiency and minimize costs for a secure financial future.
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