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Business Details

Legacy Investment Services, Inc.

Business Hours:
By Appointment


9990 Coconut Road, Suite 210
Bonita Springs FL 34135

Phone: 888-439-1697


Legacy Investment Services, Inc. is dedicated to providing customized client investment solutions and outstanding service and professionalism to its clients. We believe our independence and adherence to the highest standards of integrity is the fundamental key to our success. By building long-term relationships with our clients, we create a foundation of trust and a culture designed to promote ongoing education and understanding of concepts that have traditionally been perceived as complex and intimidating.

Simply put, our entire organization is focused on helping each client realize his or her maximum financial independence.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., 6740 Frostwood Parkway, Peoria, IL 61615, (888) 439-1695 Member FINRA/SIPC, and Registered Investment Advisor. Legacy Investment Services, Inc. and Woodbury Financial Services, Inc. are not affiliated entities.