734-669-2800 [email protected]

Client Access
Schedule an Appointment

Homepage
About
Our Approach
Our Clients
Contact Us

Select Page

Legacy Financial – Approaching Retirement The Four Questions Keeping Future Retirees Up at Night

Jul 20, 2023

Search for:

Recent Comments

Let's Start a Conversation

Name

Email Address

Phone Number

Message



Visit Us

4420 Jackson Road Suite 101
Ann Arbor, MI 48103



Contact Us

T: (734) 669-2800



Email Us

[email protected]

Link to FINRA’s Broker Check: https://brokercheck.finra.org/ Under Regulatory Notice 15-50 a “readily apparent” reference and hyperlink to BrokerCheck must be added to financial advisors’ websites. The rule requires a BrokerCheck link on the website home page and any other page that includes a professional profile of a registered associate who conducts business with retail clients. Per the regulation, FINRA generally does not believe that including the required reference and hyperlink to BrokerCheck in a footer would satisfy the “readily apparent” standard. Please see the following link for resources for complying with the rule: http://www.finra.org/industry/rule-2210-brokercheckÐ

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Legacy Financial inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use