Legacy Consultants Wealth Management

Financial Advisor
Grand Blanc Michigan 48439

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Contact Information

  • Financial Services
  • Legacy Consultants Wealth Management
  • Phone Number
  • (810) 579-1100
  • Location
  • 8263 S Saginaw St
    Suite 5
    Grand Blanc, MI 48439
    United States

Company Details

  • Credentials
  • Bachelor of Science – Central Michigan University
    Master of Arts – Counseling- Central Michigan University
    Certified Financial Planner™ - The College for Financial Planning
    Chartered Retirement Planning Counselor – The College for Financial Planning
    Series 7 - General Securities Examination, held with LPL Financial
    Series 63 - Uniform Securities State Law Exam, held with LPL Financial
    Life Insurance

More About Legacy Consultants Wealth Management

As Seen in Kiplinger's Personal Finance


Legacy Consultants Wealth Management is a wealth manager located in Grand Blanc, MI.  We provide financial planning services and financial advice throughout the Grand Blanc area.

It is important that you work with the right wealth manager who understands your unique financial needs and works to develop a plan that’s right for you. At Legacy Consultants Wealth Management, we strive to help you reach your goals by providing comprehensive financial services that include retirement planning, wealth management and investment advice so you can have the financial peace of mind you desire.

Contact us today so we can help you design the right financial planning strategy to help you put your financial picture in focus.

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Grand Blanc Michigan 48439