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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 |
An exceptional team of advisors. They spend significant time understanding your financial needs and develop thoughtful personalized plans to position you for success. Incredibly kind and caring in their approach. Very knowledgeable and demonstrate tremendous foresight regarding the market. Their strategies are keeping us stable during these incredibly tumultuous time strengthening my confidence that we will get through these market uncertainties with our retirement plans in tact. Highly, highly recommend Legacy. Call them an... read more
I would like to extend my gratitude to Patrick Reinheimer and the staff at Legacy Capital Planners for their exceptional presentation and follow-up during my personal review of retirement financial planning. His expertise illuminated my future forecast for retirement income, ensuring that my family and I will benefit from both our personal investments and his precise advice. I highly recommend Patrick and his team as top choices for financial planning, both now and for future retirement options. They truly exemplify 5 Star e... read more
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!
I met Mike at a training at the University of Maryland a number of years ago and soon realized he spoke my financial language. Without hesitation, Legacy Capital Planners or a top-notch firm where the customer comes first I highly recommend anyone considering some financial advice to see Mike or his partner!
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
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.