The Hartford

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t

Schutte Financial

Schutte Capital is an award-winning financial advisor and fiduciary offering custom wealth management planning and leading investments. Our accelerated returns fund has achieved top performance and continues to be a great investment option for individuals looking to enhance their financial portfolios. We understand the importance of properly allocating funds in order to accomplish your objectives and goals. We are committed to providing you with personalized advice based on your individual needs and circumstances. Our experienced team will work closely with you to develop a plan that is tailored to reduce taxes, protect assets and maximize income. We offer a wide selection of investments, along with ongoing monitoring and periodic reviews to make sure your portfolio is performing as expected and meeting your current financial needs. At Schutte Capital, we are dedicated to helping you navigate all of your financial decisions, while preserving and protecting your hard-earned money. Visit us at SchutteCapital.com to find out more about our services and how we can assist you with your wealth management needs.

Foundation Homes Property Management

Foundation Homes Property Management is a leading real estate investment services and luxury property management firm that has served over $1 billion in homes since its founding in 2010. With an eviction rate of less than 1%, we are the premier agency for Marin County and select properties in San Francisco. Our mission is to provide performance-driven property management services for the investor looking for results. We have a team of experienced professionals dedicated to delivering the best possible service and experience to our clients. We utilize cutting-edge technology and innovative strategies to ensure maximum return on investment and tenant satisfaction. Our commitment to excellence has earned us a reputation as one of the most dependable and reliable property management companies in the industry.

Charles Schwab

Charles Schwab began with a simple question - is there a better way? - and has since grown into a leading investment firm providing customers with personalized wealth management services and top-tier financial advice. Our core values of putting clients first, innovation, and expertise have helped us to succeed for more than 40 years. We provide a broad range of brokerage products, financial advice, retirement planning, and investment research. Our complimentary workshops offer insight into investing basics and complex trading strategies, so everyone can make informed decisions. We strive to ensure our clients have the best experience possible, helping them to reach their financial goals.

Charles Schwab

Charles Schwab, established in the late 1970s, is a leading investment firm focused on providing clients with a modern approach to wealth management. Their core values and beliefs are what drives their services, which put their clients first and prioritize financial advising, retirement planning and innovative products rather than profits and losses. The company offers a comprehensive range of services, including personalized financial advising, expert investment research, and complimentary workshops on a range of topics from investing basics to complex strategies. They also provide brokerage products and financial services that are not FDIC insured, have no bank guarantee and may lose value.

Annex Wealth Management

Annex Wealth Management is a leading fee-only Registered Investment Advisor (RIA) in Wisconsin. We provide comprehensive wealth management services ranging from investment management to estate planning and tax advice. Our mission is to provide a personalized client experience through a centralized model that ensures quality interactions with our team of experts. Utilizing the latest technology, our Investment Policy Committee leads investments that follow core and tactical principles. To further assist clients, we offer weekly radio broadcasts, a YouTube channel of informational videos, and a weekly newsletter.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Agyrtis Lending

Agyrtis Lending is a leading provider of investment and residential financing. We specialize in asset-based lending for real estate investments and offer tailored solutions nationwide. Our services include capitalization, equipment financing, primary residences, non-owner occupied homes, multi-family dwellings, and commercial properties. As a full-service lender, our experienced team offers personalized guidance and creative solutions to meet the needs of our clients. We have earned a reputation as one of the top creative lenders in the United States.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

New Western

New Western is a leading real estate investment marketplace located in the Crossroads neighborhood of downtown Kansas City, MO. Our team of licensed agents specialize in the Shawnee, Independence, Overland Park, Lees Summit, and greater Kansas City areas. Our mission is to provide exclusive inventory for investors, a solution for sellers, and a tool for agents and brokers. We've got the largest private source of investment properties in the nation, which provides our customers with access to deals that can't be found anywhere else. Whether you're an investor looking to buy a property, a homeowner who needs to sell, or a real estate agent with a difficult listing, New Western is here to help. With our expertise in the market and commitment to quality customer service, we are sure to find the perfect solution for you.