Legacy Wealth Management
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Legacy Wealth Management provides investment management, 401(k) assistance, and retirement planning, www.finra.org, www.sipc.org.
04/15/2026
💸 Happy Tax Day! (…or as we like to call it, “Take a Deep Breath Day” 😅)
If you’re wrapping things up and realize you’re missing a form or statement—don’t panic.
Before you go digging through piles of paperwork, reach out to us! Our Financial Assistants can quickly send over:
✔️ 1099s
✔️ Account statements
✔️ Anything else you might need
We’re here to make today just a little bit easier 👍
📞 Call us or 📧 email anytime—we’ve got your back! 701-365-8083, or [email protected]
Need quick help with your account?
Did you know many client requests can be handled right away by our Financial Assistants — no need to wait for an advisor to become available!
Our team can help with things like:
✔ Money transfers or distributions
✔ Copies of tax documents or statements
✔ Signing up for Account View
✔ Account balance or holdings questions
✔ Adding or updating beneficiaries
✔ Setting up ACH instructions
✔ General account paperwork
Our Financial Assistants work closely with our advisors and are here to help make your experience quick and easy.
📞 Give us a call anytime — we’re happy to help! 701-365-8083
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Opening Hours
| Monday | 8:30am - 4pm |
| Tuesday | 8:30am - 4pm |
| Wednesday | 8:30am - 4pm |
| Thursday | 8:30am - 4pm |
| Friday | 8:30am - 1pm |
