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General Info

At Legacy Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Sandy, UT area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

HoursOPEN NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 801-748-1733

Address:
8915 S 700 E Ste 104 Sandy, UT 84070
Email:

Categories
Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities
Associations
Member FINRA/ SIPC. am licensed and registered to conduct business in OH. Based on licenses and registrations I hold, I may also conduct certain business in AZ, CO, FL, KY, NC, PA, VA, WA
AKA

Legacy Private Wealth Advisors - Ameriprise Financial Services, LLC

Other Information

Specialties: Sustainable and Responsible Investing, Wealth Preservation Strategies, Estate Planning Strategies, Tax Planning Strategies, Family Finances, Social Security Retirement Benefits, Women's Financial Strategies, Intergenerational Planning, Retirement Planning Strategies

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Data provided by one or more of the following: Thryv, Data Axle, Yext.