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

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  • September 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.

  • December 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.

  • September 2025

    We’ve been with Legacy 360 for just over five years. We have met with Ted over the years to review our financial needs. Navigating the financial world can be confusing and Ted has patiently explained our options and guided us to the correct products that best meet our goals. Our interactions with Rachel either on the phone or in the office have been a pleasant experience. She is very personable and competent and performing her duties. We recommend Legacy 360 to our family and friends.

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

    2767 Geryville Pike Suite B, Pennsburg

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