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Legacy Capital Planners
- Investment Service
- Germantown, MD
About this business
At Legacy Capital Planners, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Location details
12410 Milestone Center Dr #140, #100, Germantown, MD, 20876, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I’m thankful, every day, for Legacy Capital Planners! They handle all my affairs and I can freely move about my life with no worries about my future. They care about every one of their clients as if they are part of their family. Today I’m thankful for this wonderful apple pie that they gave me, to share with my family for Thanksgiving dinner!
Personal, trustworthy, and professional are but a few of the accolades I can say of Legacy Capital. The entire office works towards helping me reach my financial goals. Todd and Mike's financial guidance through the pendemic helped quite my concerns
The information, care, and understanding they have been working with you is phenomenal. They make you feel like you’re the only client. You could never get a better firm to take care of your finances.
I attended one of their seminars a few years ago, and found them to be very knowledgeable in financial planning.
Prior to retiring from the Federal Government with 35 years of service, I was unsure how to navigate the world of investing outside of the government's TSP program. I talked to multiple financial advisors and selected Legacy Capital after attending a Profeds Retirement Seminar in April of 2022. I am still very pleased with that decision and have never looked back. They're a team of qualified professionals who don't overwhelm you with technical jargon or trendy terminology. The advisors, Todd, Mike, and Patrick, all have a ... read more
Frequently asked questions about Legacy Capital Planners
How is Legacy Capital Planners rated?
Legacy Capital Planners has a 5 star rating with 4 reviews.
When is Legacy Capital Planners open?
Legacy Capital Planners is closed now. It will open tomorrow at 9:00 a.m.