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Legacy Wealth Management

Legacy Wealth Management

2647 Sorrel Ridge Rd, Crestview (FL), 32536, United States

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(850) 682-2115

Categories
Now CLOSED
Work hours
MO 08:00 – 17:00 SA closed
TU 08:00 – 17:00 SU closed
WE 08:00 – 17:00
TH 08:00 – 17:00
FR 08:00 – 17:00
About Legacy Wealth Management
PLANNING FOR SUCCESS
Kristine H. Stewart, CFP CLU ChFC
Legacy Wealth Management cover
Description Listening diligently to your unique financial needs, concerns and goals. Helping your family obtain the savings necessary for higher education.
To excel in our ever changing modern society.
Bringing confidence to your loved ones as we age. Affording them comfort and peace of mind in knowing the affairs of your Estate are in order.
Building strong professional relationships that flourish over time. Ensuring every recommendation is well suited for the benefit of your family and your financial needs. The joy of leaving a well-planned legacy for your future.


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Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products, including those of AXA Equitable Life Insurance Company and (NY, NY) and MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), offered through AXA Network, LLC, which conducts business as AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, and AXA Network of Puerto Rico, Inc. in PR. Equal Opportunity Employer – M/F/D/V. AXA Advisors, AXA Network, A
  • 2647 Sorrel Ridge Rd, Crestview (FL), 32536, United States
  • Get Directions

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