Review Legacy Wealth Management In okaloosa, florida, united-states | Finance In Okaloosa
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Legacy Wealth Management
2647 Sorrel Ridge Rd
Okaloosa,
Florida,United-states - 32536
Detailed description is Legacy Wealth Management.
PLANNING FOR SUCCESS.
Kristine H.
Stewart, CFP CLU ChFC Listening diligently to your unique financial needs, concerns and goals.
Helping your family obtain the savings necessary for higher education..
To excel in our ever changing modern society..
Bringing confidence to your loved ones as we age.
Affording them comfort and peace of mind in knowing the affairs of your Estate are in order..
Building strong professional relationships that flourish over time.
Ensuring every recommendation is well suited for the benefit of your family and your financial needs.
The joy of leaving a well-planned legacy for your future..
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Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC.
Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.
Annuity and insurance products, including those of AXA Equitable Life Insurance Company and (NY, NY) and MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), offered through AXA Network, LLC, which conducts business as AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, and AXA Network of Puerto Rico, Inc.
in PR.
Equal Opportunity Employer – M/F/D/V.
AXA Advisors, AXA Network, AXA Equitable and MONY America are affiliated companies and do not provide tax or legal advice.
Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.
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Legacy Wealth Management is not owned or operated by AXA Advisors or its affiliates.
AGE-108223 (10/15)(exp.10/17)
Established in the recent years Legacy Wealth Management in okaloosa , florida in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Legacy Wealth Management is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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Frequently Asked Questions About This Location