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Customer Service

One of the most important attributes of Legacy Advisory Services is our unwavering dedication to provide the highest level of customer service available in the industry. We cherish our relationship with each client and encourage an open line of communication. Your accounts are monitored on a continual basis to identify possible opportunities in constantly changing financial markets.
To keep you fully informed of the progress of your investments, we stress ongoing communication. That communication takes many forms including:
  • Periodic meetings, held at your convenience allow us to review your portfolio performance and changes in investment goals.
  • All phone calls are answered in person to help assist you with your questions.
  • Quarterly performance reports are prepared to keep you informed in these ever changing market conditions.