Legacy Financial Strategies

On Halloween afternoon bring your 'trick or treaters', including your children, grandchildren, neighbors and/or friends to our office

Please join us!

We are excited to announce that Ryan Poll, Financial Advisor of Legacy Financial Strategies was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. See the full 2023 rankings here:
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

Don’t forget to stop by our office today from 11-2! Bring us your old documents that need to be shredded and grab a drink and cookie at our sip and shred event.