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Reviews for Premier Legacy Wealth Management
Add your commentPremier Legacy Wealth Management
N48W14336 Hampton Rd Suite 101, Menomonee Falls
Directions Suggest an Edit
N48W14336 Hampton Rd Suite 101, Menomonee Falls
Directions Suggest an Edit
If they ever open stay away !! They invested our portfolio in a bunch of trash. We lost tens of thousands. A heartbreaking experience. Be very careful when choosing a financial advisor .
Having an aging parent that needed financial stability to continue with home care, selling a life insurance was an option that we pursued. It's kinda of like reverse mortgages. The friendly people at Legacy Life Now educated us on our options and benefits from selling a portion of the policy. We were happy with the service and payout as it helped in the ways we planned they would.