Legacy Wealth Management
Finance · North Dakota, United States · 11-50 Employees
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Overview
Headquarters
1330 23rd St S Ste A, Fargo, North Dakot...Phone Number
(701) 365-8083Website
www.legacywealthfargo.comRevenue
<$5 MillionIndustry
About Legacy Wealth Management
Legacy Wealth Management is a fiduciary financial services firm dedicated to providing investment management and strategic wealth planning tailored to individual client needs. They offer a range of services including financial planning, retirement planning, investment planning, estate planning, tax planning, and asset management. With over 30 years of collective experience, their team focuses on helping clients navigate their unique financial challenges and achieve their goals. The firm serves clients in Fargo and Bismarck, ND, emphasizing a personalized approach to financial strategies.Explore more
Legacy Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy Wealth Management
<$5M
11-50
Private
-
2010
DM
David McGatlinVice President and LPL Financial Advisor
Legacy Wealth Management Tech Stack
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Legacy Wealth Management is a fiduciary financial services firm dedicated to providing investment management and strategic wealth planning tailored to individual client needs. They offer a range of services including financial planning, retirement planning, investment planning, estate planning, tax planning, and asset management. With over 30 years... Read More
