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Legacy Consulting LLC
- Investment Service
- Lutherville-Timonium, MD
About this business
About Transitioning into retirement can be challenging and we are here to help. Legacy Consulting LLC and its affiliates have been serving the community since 1998 with retirement income, wealth transfer and tax strategies. Legacy Consulting LLC is a hometown boutique financial services firm. We strive to bring simple and efficient solutions to our clients because most financial mistakes are made when the right questions are not asked. Our job is to make sure you ask the right questions.
Location details
1623 York Road, Lutherville-Timonium, MD, 21093, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Legacy has done very well with our investments! Megan has been amazing with all of our family members. We have four different family members that have accounts with them and are totally satisfied with Megan’s services. We have had a clinch with having our taxes done. We are still waiting to have that cleared up.
Legacy made a devastating mistake with our tax return this year after we had been their clients for over 4 years. When we confronted them about what seemed to be their error they assured us that everything was done correctly. Had we not had the foresight to consult an outside agency Legacy would have cost us a whole years salary. When confronted a second time with proof of the error they were not apologetic and did not take ownership of the mistake. My experience with Legacy’s customers service was poor and I would never use... read more
Legacy truly cares about their clients and delivers a level of service that I rarely see in the financial industry. I have spoken to so many raving fans at their client events that can attest to that. I have also personally recommend and referred them to my friends and family.
My wife and I have been with Legacy Associates since 2006. We have been very pleased with their professionalism and courtesies.
Frequently asked questions about Legacy Consulting LLC
How is Legacy Consulting LLC rated?
Legacy Consulting LLC has a 5 star rating with 3 reviews.
When is Legacy Consulting LLC open?
Legacy Consulting LLC is closed now. It will open at 9:00 a.m.