About Legacy 360° Financial LLC

Legacy 360° Financial LLC is a highly recommended financial planning firm that provides trustworthy guidance, excellent financial products, and reliable service. The business has a team of caring and competent professionals, including Ted and Rachel, who patiently guide clients through the complexities of the financial world. Clients have reported positive experiences, with their investments prospering and their financial needs being met. The firm is described as well-rounded, friendly, and highly professional, with a true fiduciary approach that puts the clients' interests first. Overall, Legacy 360° Financial LLC is praised for its ability to help clients achieve financial peace of mind.

Reviews for Legacy 360° Financial LLC

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  • Sep 2025

    Ted is an honest and caring individual. Since joining Legacy 360 we have been treated as a valued family member. Our investments have prospered. We continue to enjoy learning more by attending the seminars and sponsored events.

  • Sep 2025

    A well rounded firm. Friendly and yet highly professional. No pressure to invest - a true fiduciary financial advisor. To put it simply - these are good people.

Hours

Monday: 9:30AM - 4:30PM
Tuesday: 9:30AM - 4:30PM
Wednesday: 9:30AM - 4:30PM
Thursday: 9:30AM - 4:30PM
Friday: 9:30AM - 4:30PM
Saturday: ClosedSunday: Closed

Location

2767 Geryville Pike Suite B, Pennsburg

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