Testimonials

My husband and I are deeply appreciative of the guidance and support we’ve received from our advisor, Matt Boehm, and his team at Legacy over the past 13 years.

As we work toward our retirement goals, his expertise has made the process clear, manageable, and reassuring. Despite the ups and downs in the market, we feel confident knowing that Legacy is consistently looking out for our best interests. That sense of protection and stability has given us real peace of mind, and we’re grateful for the steady partnership they’ve provided.

= Jeff and Joanne Zwiers

As clients for the last 16 years we greatly value the expertise, integrity, and personalized service we receive from Legacy Wealth Partners, Inc.

We trust their advice and appreciate the consistent, high-quality service that allows us to feel confident about our financial future. We feel like partners in the process, not just clients, and that level of care and commitment is invaluable.

= Rick and Denise Patterson

Legacy stood out because they actually listened to what I was saying, and what I wanted in terms of an investment plan.

I first worked with Legacy when approaching retirement, when I was moving my employer managed investments to my own. I talked to a number of investment advisers, and Legacy stood out because they actually listened to what I was saying, and what I wanted in terms of an investment plan. All the others (mostly big-name companies) just wanted to sell me a pre-packaged product that wasn’t specifically designed for me. Matt and his team recommended an investment program designed to meet my needs and my concerns. I was impressed!

Secondly, my Legacy Adviser meets with me periodically (about every six months) to review my portfolio and suggest changes. They reach out to ME I don’t have to ask for a review. In talking with my friends, virtually none of them have a regular review with their investment advisors. It’s important because I KNOW that they are keeping tabs on what’s going on in my portfolio on a regular basis.

Third-Legacy has periodic events where clients and potential clients are brought together for lunch or dinner to hear outside speakers on various topics of interest. The presentations are good, and it’s helpful and reassuring to talk to other Legacy clients to hear of their experiences.

Bottom line-I like the personalized approach that deals with me as an individual investor, not just another client.

= Tom Wetzler

We have been with Legacy for over 10 years.

One of the major differences we like over our previous investors is the bi-annual meetings with our investment manager. We set down and review the previous 6 months of returns and then recommendations are made or not to maximize returns.

= Tony Weyant

These testimonials are based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.