Legacy Financial Services, located in Spencer, IA, is a trusted financial planning firm that specializes in comprehensive financial planning, investment management, and retirement planning. With a commitment to always putting their clients' best interests first, they guide individuals through a careful discovery process to understand their goals and current financial situation, helping them build wealth and manage unexpected challenges. Legacy Financial Services prides itself on treating clients with respect, honesty, and dignity, ensuring that all shared information is kept strictly confidential.
Led by Richard D. Noah, a Certified Financial Planner (CFP) and Chartered Financial Consultant (CHFC), Legacy Financial Services offers a personalized approach to financial planning, providing clients with the necessary tools and resources to make informed decisions about their financial future. As a registered representative of LPL Financial, a registered investment advisor, Legacy Financial Services adheres to the highest standards of professionalism and expertise. With a focus on long-term relationships, they are dedicated to working with clients not just today, but throughout the years.
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