Legacy Financial Solutions, Inc.

Legacy Financial Solutions, Inc. (CRD# 114932) is a financial advisory firm headquartered in Manchester, NH. They manage $20,400,000 in 220 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
    20
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $92,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
The map below shows states where this firm has explicit registration only.

NH

Financial Advisors at Legacy Financial Solutions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Stephen Mathieu, financial advisor Manchester NH
Stephen N. Mathieu
CRD#: 1350047
1361 Elm Street, Suite 100, Manchester, NH 03101

Stephen Mathieu (CRD# 1350047) is an Investment Advisor Representative working at Legacy Financial Solutions, Inc. in Manchester, NH and has over 38 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

Jean Mathieu (CRD# 3223733) is an Investment Advisor Representative working at Legacy Financial Solutions, Inc. in Manchester, NH and has over 24 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.

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