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).

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 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 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 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 9 years of experience in the finance industry.

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