General Info

Legacy Wealth Management is a financial services company that specializes in providing financial planning, investment services, and risk protection for business owners and high-net-worth individuals. The company is headquartered in Hiawatha, Iowa. Legacy Wealth Management has a team of experienced financial advisors who can help clients with all aspects of their financial lives, from retirement planning to estate planning. The company also offers a variety of investment products and services, including mutual funds, stocks, bonds, and annuities. Legacy Wealth Management is committed to providing its clients with the highest level of service and is dedicated to helping them achieve their financial goals.