JAMESTOWN — Legacy Financial Partners, a private wealth advisory practice with Ameriprise Financial, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisers and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.
The rankings are based on data provided by thousands of the nation’s most productive advisers and their teams. Legacy Financial Partners was chosen based on assets under management, industry experience, compliance record and best practices in their practice and approach to working with clients.
Legacy Financial Partners provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, call 252-1271 or visit the Ameriprise office at 118 1st St. E or its website at planwithLFP.com .
The Trust Project
