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.