Legacy Financial Solutions, Inc.

Legacy Financial Solutions, Inc. (CRD# 114932) is a financial advisory firm headquartered in Manchester, NH. They manage $5,300,000 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1361 Elm Street, Suite 100, Manchester, NH 03101
http://www.legacynh.com/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $36,806
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH

Financial Advisors at Legacy Financial Solutions, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Stephen Mathieu, financial advisor Manchester NH
Stephen N. Mathieu
CRD#: 1350047
1361 Elm Street, Suite 100, Manchester, NH 03101
96
Wealthminder
score

Stephen Mathieu (CRD# 1350047) is an Investment Advisor Representative working at Legacy Financial Solutions, Inc. in Manchester, NH and has over 31 years of experience in the finance industry.

2
Jean Mathieu, financial advisor Manchester NH
Jean M. Mathieu
CRD#: 3223733
1361 Elm Street, #100, Manchester, NH 03101
93
Wealthminder
score

Jean Mathieu (CRD# 3223733) is an Investment Advisor Representative working at Legacy Financial Solutions, Inc. in Manchester, NH and has over 17 years of experience in the finance industry.

3
William Esslinger, financial advisor Manchester NH
William J. Esslinger
CRD#: 5307825
1361 Elm Street, Suite 100, Manchester, NH 03101
90
Wealthminder
score

William Esslinger (CRD# 5307825) is an Investment Advisor Representative working at Legacy Financial Solutions, Inc. in Manchester, NH and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals