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May 2025 by rachael mckee
My money manager told me that I had $800,000.00, when I did not. She did not take accountability and it was at the most dire time in my family. Also, she never asked how much money I had, ever. Glad to be away from these thieves!
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November 2023 by Greg Martin
Rob is an amazing advisor and will help you with your financial planning.
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March 2023 by Bill Catlette
For nearly a decade during my tenure on the board of the National Foundation for Transplants, Hallie, Charles, and the team at Legacy Wealth Management served as the foundation's advisors. I can't say enough good things about them... They're honest, competent, responsive, fair, nice...
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October 2020 by Cooper Jack Smith
Great atmosphere with very patient employees willing to look at my specific situation go help manage my financial future!
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October 2020 by Gregory Yancey
This is a good place to help you manage your money.
