Legacy Wealth Management

Oct 2018

John Davis has helped me manage my accounts for several years and he has always been very professional and responsive! I would recommend him to anyone that could use financial advice or management.

Oct 2017

My experience with Legacy Wealth has always been very professional and they have always met my needs. John Davis is always available as well as the staff. I highly recommend Legacy Wealth Managment.

Oct 2017

I think there are two words that come to mind to describe my interaction with LWM: trust and accessibility. I trust John and the team to make sound financial decisions around the management of my retirment money. And, I always feel like I have acess to the team and to John regarding my investment portfolio. Thanks Legacy Wealth Management!