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Neenah, WI
Business Details

Serving Neenah, WI

Legacy's personalized approach to wealth management is producing a growing list of clients who share our passion for excellence.

Est. 2004 Neenah, WI 22 Years in Business
Products/Brands Offered
  • Trust Administration
  • Financial Planning
  • Retirement Analysis
  • Estate Settlement
  • Planned Charitable Giving
  • Tax Strategies
  • Wealth Management
  • Insurance Consultation
Customer Reviews
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Business Financing

Compare 10+ financing options from 75+ lenders with one simple application — no impact to your credit.*

Funding in as little as 24 hrs** 10+ financing options Soft credit pull
4.5 Excellent on Trustpilot
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*Filling out an application for business funding and submitting to our funding partners will not impact your personal credit score, but, depending on the product, accepting an offer may result in a hard inquiry.

**Time to fund depends upon the product that you select, and can be as little as 24 hours, but may be longer

Key Facts
Type
Financial Services
Location
Phone
(920) 967-5020
Est.
2004
Listing status
CLAIMED
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