Legacy Asset Management Inc. is an Independent Registered Investment Advisory firm based in Indianola, IA, specializing in comprehensive financial planning, portfolio management, and retirement plan consulting for individuals and corporate accounts. With a dedicated team of professionals, Legacy is committed to evaluating and implementing tailored solutions to help clients build and protect their financial future.
Since 1998, Legacy has been providing objective, fee-based services, leveraging the expertise of their staff with credentials in financial planning, finance, and investments. Whether it's offering financial planning advice to individual investors, maximizing savings and minimizing taxable income for entrepreneurs, or assisting employers in adding retirement plans for their employees, Legacy offers personalized solutions to meet specific needs.
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