Legacy Investment Strategies is a trusted financial partner in Gretna, LA, dedicated to providing individuals, families, and businesses with personalized strategies for financial security. With a focus on data-driven recommendations and a commitment to understanding each client's unique circumstances, they offer services such as financial planning, investment management, risk management, tax planning, retirement income planning, insurance planning, education savings, and charitable giving.
Founded by James W. Olsen, a Certified Financial Planner with decades of experience, Legacy Investment Strategies is known for its expertise in retirement planning, estate planning, and long-term care planning. Supported by a team of professionals, including Chief Operations Officer Chad M. Tusa, they strive to help clients navigate the complexities of the financial landscape and achieve their financial goals.
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