Business Description
Legacy Financial — Providing service, building long-term relationships, and being there when you need us with candid answers and informed recommendations. We are an independent, regional firm. We offer our clients personal, individualized service and a full range of financial products, custom-tailored to their unique situations, needs and objectives. Our associates believe that your needs — whether they call for tax planning, retirement planning, estate conservation strategies, or more — are a top priority. We work with individuals, business owners and families of all ages and income ranges.
Prepared By:	Dave Sorensen,CLU, ChFC

Frequently Asked Questions

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