Legacy Financial is celebrating our 20 year anniversary of helping clients
To provide superior financial advice and deliver an exceptional client experience to help our clients achieve and preserve the lifestyle they envision.
We use a holistic approach to help our clients manage their investments, preserve their life savings, provide them with predictable lifetime income, minimize taxes and plan for the transition of their legacy to the next generation.
888 Bestgate Road, Suite 315
Annapolis, MD 21401
Office (410) 897-9401
Fax (410) 224-9723
6701 Democracy BLVD, Suite 201
Bethesda, MD 20817
Office (240) 293-3950
Fax (240) 293-2851
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC
Advisory Services offered through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor.
The Cambridge Investment Research, Inc. Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, ME, MS, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, UT, VA, WA
Legacy Financial is an independent firm and is not affiliated with Cambridge Investment Research.