About Legacy Capital Planners
Reviews for Legacy Capital Planners
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 3PM
Saturday: ClosedSunday: Closed
Legacy Capital Planners is a top-notch financial planning firm where the customer comes first. The team provides exceptional care, understanding, and personalized attention to each client, making them feel like the only priority. Clients express gratitude for the firm's comprehensive management of their financial affairs, allowing them to move forward with confidence and peace of mind.
Choosing Legacy Capital was one of the best financial decisions we’ve ever made. The team is incredibly knowledgeable, professional, and genuinely committed to our long-term success. We’ve truly had an outstanding experience!
Great people! Super knowledgeable and eager to help. First class customer service that I have not found from my previous financial advisors. They make us feel like family. You can’t go wrong with choosing Legacy Capital.
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 excellence in the field.