Highlights
From the merchant: Registered Investment Adviser shows you how to better manage your 401k, manage debt and make extra monthly income.
The Fine Print
Promotional value expires 120 days after purchase. Amount paid never expires. Appointment required. Valid only within 20 miles of zip code 20772. Limit 1 per person, may buy 1 additional as gift(s). May be repurchased every 30 days. Limit 1 per visit. Valid only for option purchased. All goods or services must be used by the same person. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
About A Chat with Legacy Investing & Wealth Management
What services does your business offer and what makes your business stand out from the competition?
We're a Registered Investment Adviser in MD with a passion for helping people become financial free and prepared for retirement. Our consulting sessions are packed with powerful information showing you money-making strategies most advisers will not.
What was the inspiration to start or run this business?
During the Great Recession I witnessed many losing their homes and being overextended with credit. I taught myself how to make money investing and I wanted to show as many people as I could how to get out of debt and become financially independent.
What do you love most about your job?
I love meeting people and the lasting connections I make impacting their lives with the knowledge I've gained over the years. Helping people financially achieve their goals is my passion.
What is the best reaction you've ever gotten from a customer?
The gratitude I've gotten from showing them simple money-making strategies they probably would have never learned. All the information given during our consulting sessions has also received great feedback.