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Legacy Financial
1393 Meridian Drive
Suite 2

Woodburn, OR 97071

(503) 9827040

Description

Welcome, were Legacy Financial, a full-services investment firm in Woodburn, Oregon. Over the last thirty years of being in business, weve seen the unique challenges individuals face as they prepare for retirement. Our comprehensive approach aims to take the mystery out of preparing for today and tomorrow in a caring and sincere environment. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals.

Our team has many years of experience developing a trustworthy and integrity- based environment to help guide client decisions to address your changing needs for all stages of life.

General Information

Services

Investments , Advisory Accounts , Brokerage Accounts , Mutual Funds , Stocks , Bonds & Bonds , Exchange Traded Funds , Alternative Investments , IRA Rollovers , Employer Sponsored Plans , Individual Retirement Accounts , 529 Plans , Annuities , Financial Planning , Retirement Planning , Estate Planning , College Planning , Tax Planning , Insurance , Life Insurance , Long Term Care Insurance , Disability Insurance

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