Legacy Financial
Finance · Colorado, United States · 1-10 Employees
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Overview
Headquarters
1731 S Poplar Way, Denver, Colorado, 802...Phone Number
(303) 596-6214Website
www.legacyfinancialltd.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Financial
Legacy Financial, Ltd. is a registered investment advisory firm that specializes in providing clients with unique investment strategies aimed at creating a lasting financial legacy. The firm offers a range of services including investment strategy, financial planning, and insurance protection to enhance clients' financial well-being. Their target clients are individuals seeking disciplined investment approaches and comprehensive financial planning. Led by owner Derek Serlet, the firm is regulated by the Colorado Division of Securities.Explore more
Legacy Financial Org Chart
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Legacy Financial, Ltd. is a registered investment advisory firm that specializes in providing clients with unique investment strategies aimed at creating a lasting financial legacy. The firm offers a range of services including investment strategy, financial planning, and insurance protection to enhance clients' financial well-being. Their target c... Read More
