Legacy 360° Financial LLC & Legacy 360° Wealth Management LLC

Financial Planners

2767 Geryville Pike Suite B, Pennsburg, PA 18073

About Legacy 360° Financial LLC & Legacy 360° Wealth Management 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 & Legacy 360° Wealth Management LLC

Write a review
  • Dec 2025

    I highly recommend Legacy 360 Financial for your financial planning needs. There are really good people there who provide trustworthy guidance, excellent financial products and reliable service. If you are looking for peace of mind concerning your hard-earned money, look no further.

  • Dec 2025

    Great experience. They make us feel like we’re part of their family.

  • Dec 2025

    The pie was enjoyed by all. The best pumpkin pie we ever had Thank you so much.

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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