Legacy Wealth Management Inc - Colorado Springs, Colorado

Overview of Legacy Wealth Management Inc.

Legacy Wealth Management Inc., located at 7045 Campus Dr # 101, Colorado Springs, CO 80920, is a reputable financial planning company that has been serving clients for many years. With its dedicated team, including founder and financial planner James Thomas, the company offers personalized investment advice tailored to individual needs and goals.

Specialties and Services

Legacy Wealth Management Inc. specializes in providing comprehensive financial planning services. Their team of experts works closely with clients to develop and manage investment portfolios that align with their objectives, whether short-term or long-term. Their expertise covers a wide range of financial areas, including retirement planning, tax efficiency, risk management, and estate planning.

Accessibility and Appointments

The company is committed to ensuring a comfortable and accessible experience for all clients. They offer a wheelchair-accessible entrance, parking lot, and restroom, making it easy for clients with mobility issues to access their services. While appointments are recommended, they also accommodate walk-ins when possible.

Customer Reviews and Opinions

Legacy Wealth Management Inc. has garnered a mix of reviews on Google My Business, with an average rating of 3/5 stars. Clients appreciate the personalized attention and patience of James Thomas in explaining investment strategies. However, some users have mentioned the need for better communication and follow-up from the team.

For instance, one satisfied client has been with the company for over two decades and highly recommends James Thomas for his honesty and patience in constructing personal investment portfolios. On the other hand, some clients have expressed a desire for more proactive communication and updates from the team.

Reaching Out

For those interested in learning more about Legacy Wealth Management Inc.'s services, the company's website, legacywealth1.com, provides comprehensive information about their offerings, team members, and client testimonials. The website also includes a contact page, where potential clients can leave their information to receive a call back from the team. Alternatively, callers can reach the office directly at 193800295.

Final Recommendation

If you are seeking a dedicated and personalized financial planning experience, Legacy Wealth Management Inc. may be worth considering. While the company has room for improvement in terms of communication, the personalized attention and investment portfolio management provided by James Thomas and his team have earned them a loyal clientele. We encourage you to explore their website and contact them to learn more about their services and how they can help you achieve your financial goals.

👍 Reviews of Legacy Wealth Management Inc

Isaac C.

5/5

I have been with James Thomas for a couple decades now. He is honest and patient to explain all the details of the investment portfolio that he constructs for your personal needs. Highly Recommended.

Don H.

1/5

I had called them to see if I could refer some clients in who needed Employee Benefits packages such as financial planning (which their website clearly states). Before being able to state what I was looking for she said "we don't do insurance" and then hung up on me. I wasn't even looking for insurance for my customers.