Legacy Financial
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
1393 Meridian Dr Ste 2, Woodburn, Oregon...Phone Number
(503) 982-7040Website
www.woodburnwealth.comRevenue
<$5 MillionIndustry
About Legacy Financial
Legacy Financial is a full-service investment services firm based in Woodburn, Oregon, with over 40 years of experience in helping clients prepare for retirement and achieve their financial goals. They offer personalized financial strategies tailored to high net worth individuals, generational families, and those in trades and agriculture, focusing on wealth preservation, tax-efficient planning, and multi-generational wealth transfer. Their comprehensive services include retirement and income planning, portfolio management, and goal-based financial planning, all designed to simplify the investment process. The firm prides itself on providing ongoing guidance and support to clients at every stage of life.Explore more
Legacy Financial Org Chart
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Legacy Financial is a full-service investment services firm based in Woodburn, Oregon, with over 40 years of experience in helping clients prepare for retirement and achieve their financial goals. They offer personalized financial strategies tailored to high net worth individuals, generational families, and those in trades and agriculture, focusing... Read More
