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“We love working with Greg Turcotte. He always takes time to explain the different investment options and decisions with us. Katie at the front desk is excellent as well, great communication and follow up skills.”
“Ron Brown and his staff have met and exceeded my expectations managing my finances. They are always available to answer any question I may have.Even in difficult financial times, I sleep easy knowing he has everything under control. I don’t hesitate to recommend him to friends and family.”
“The best people I ever met in my life the most professional highly trustworthy financial planners it's been a pleasure they do business but somebody is honest and knowledgeable if these people are”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Legacy Consulting is our "go-to" place for taxes. We have also met at times with David and his staff to discuss our overall financial plans and strategies. They have tools that quickly and precisely show us our financial position that helps us prepare for the future. Phyllis always greets us up front and has our paperwork organized and orderly. We appreciate David's newsletters which keep us in touch thruout the year. The whole staff is friendly and willing to help!”