Team photo for Legacy Financial Partners

Legacy Financial Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 546 reviews
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  • How we work

    We provide personalized advice based on what’s most important to you.
    Work with us

  • Workplace Education

    Empower your employees with financial education benefits.
    Learn more today

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Reach your financial goals with confidence

What are you doing today to prepare for your goals tomorrow?

We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Learn more about how we can help you meet your financial goals

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Events

Charitable Giving Tax Strategies: Taxwise Ways to Make a Difference

Join us for a complimentary virtual presentation, where we will explore charitable giving tax strategies, various donation methods, and real-life examples to illustrate them.

Wednesday, December 4, 2024

12:15 - 1:00 PM CST

View all events

Legacy Financial Partners' Core Values

Legacy Financial Partners strives to create an extraordinary client and community focused experience founded on the organization’s core values.

Legacy Financial Partners is dedicated to providing an exceptional client and community-centered experience grounded in our core values.

  • Service
  • Leadership
  • Integrity
  • Community
  • Excellence

We will maintain focus on the significance of our core values and the initiatives we undertake to establish a lasting legacy for our clients, communities, and team.