Why Legence Investment Services?
When a team works together, complex planning can be simplified. Our approach starts by understanding that each client is unique and collaborates to build plans for each individual and family. We deliver access to customized investment solutions and challenge you to achieve the outcomes you desire. We provide a wide range of investment and insurance solutions to individuals, businesses, and non-profit organizations. From 401(k) pension rollovers, to education funding, to long term care management – our team of professionals will provide you with the knowledge and guidance to make informed decisions about your investments.
Are you wondering why you should invest? How you can invest? One of our Financial Advisors will provide a free consultation to evaluate your financial situation. There is no obligation to invest if you simply just want to meet and learn about the options we provide. Our team will listen to your needs and develop a tailored plan to help you and/or your family achieve your financial goals.
With investments, there are countless options and our team is ready to help YOU!
WHO WE SERVE:
- Individuals and their families
- Private business owners
- 401(k) Rollovers
- Traditional and Roth IRAs
- Educational Savings
- Employer-Sponsored Retirement Plans
- Stocks, Bonds, Mutual Funds, Annuities
- Long Term Care and Life Insurance
- Investment Advisory Services
- Charitable Giving Strategies
- So much more!
DIVERSIFIED INVESTMENT OPTIONS:
- Mutual Funds
- Money Market Accounts
- Life Insurance
- Long-term Care Insurance
- Disability Income Insurance