Services Provided by Legacy Partners

Financial professionals provide many valuable services. We can help you:

  • Develop a long-term financial plan consistent with your time horizon, goals, financial situation and risk tolerance.

  • Analyze the risks and potential rewards of various investments.

  • Help clients understand the value of a long-term investment perspective and a diversified asset mix spread among different asset classes, sectors and countries.

  • Build a portfolio that fits your needs, and monitor and change it over time.

  • Connect our clients with other trusted advisors in the estate planning field such as wills and trusts, through our many years of developing strategic relationships for our clients.


9137 Chamberlayne Road, Suite 204

Mechanicsville, VA 23116


Ph: 804-539-7345

© Copyright 2021
Legacy Partners, LLC

Check the background of this firm on FINRA's BrokerCheck

Securities, investment advisory and financial planning services offered through MML Investors Services, LLC, Member SIPC.
Supervisory office: 100 Eastshore Drive • Suite 300 • Glen Allen, VA •  804-346-1011.
Legacy Partners, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202204-263687