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Welcome Our mission - Client relationships are built on trust, strengthened by clear and consistent communications, and validated by experience. These are the cornerstones upon which our firm is created.
Services - We offer a complete range of fee-based financial planning, investment planning, retirement planning, risk management, and tax planning, to high net-worth individuals and families, including owners of closely-held businesses. What's more, Legacy Quest Advisors, LLC is affiliated a with nationally recognized broker dealer; Summit Brokerage Services Inc., and our accounts are carried by First Clearing, LLC Subsidiary of Wells Fargo & Co.
One survey found that 47% of current retirees had to retire earlier than they expected.1 Market Overview powered by MacWorld
Every week, Wells Fargo Advisors Investment Strategists discuss what's going on in the economy and bond and stock markets and how your investments may be affected.
Read this week's edition of the investment strategy report:The Week Every month, the Wells Fargo Securities Economics Group discusses trends in the U.S. and international economies. Read this month's edition: Monthly Economic Outlook |
