Jacob Watts

CERTIFIED FINANCIAL PLANNERâ„¢ at Legacy Financial Strategies - Overland Park, KS, US

Jacob Watts's Colleagues at Legacy Financial Strategies
Gretchen Vosburgh

Principal / Chief Compliance Officer

Contact Gretchen Vosburgh

Sam Murray

Retirement Programs Manager | Financial Advisor

Contact Sam Murray

Andrew Rogers

Certified Financial Planner™

Contact Andrew Rogers

Mike Wren

principal | director of financial planning | financial advisor

Contact Mike Wren

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Jacob Watts's Contact Details
HQ
913-403-0600
Location
Leawood, Kansas
Company
Legacy Financial Strategies
Jacob Watts's Company Details
Legacy Financial Strategies logo, Legacy Financial Strategies contact details

Legacy Financial Strategies

Overland Park, KS, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Ever since Michael Lutz founded Legacy Financial Strategies, LLC in 2000, our mission has been to make a difference in our clients' lives. Our goal is to take away our clients' financial anxiety, so they can better spend their time enjoying what's most important to them.We do this by continually listening to our clients' goals and objectives, whatever they may be. We devise a customized plan for each of our clients, whether for an individual or business, so they can feel confident they will achieve their dreams. No matter where you are in your financial journey, Legacy has the expertise and tools to help you find the answers. Our services include financial planning, 401(k) and business solutions, investment tools and insurance services. Our entire team is passionate about helping people build, secure and manage their financial lives. Let us show you how by scheduling a complimentary, initial consultation. There's no obligation. We look forward to getting acquainted.

Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Legacy Financial Strategies
Frequently Asked Questions about Jacob Watts
Jacob Watts currently works for Legacy Financial Strategies.
Jacob Watts's role at Legacy Financial Strategies is CERTIFIED FINANCIAL PLANNERâ„¢.
Jacob Watts's email address is ***@legacykc.com. To view Jacob Watts's full email address, please signup to ConnectPlex.
Jacob Watts works in the Investment Bank/Securities Brokerage industry.
Jacob Watts's colleagues at Legacy Financial Strategies are Gretchen Vosburgh, Luanne Underwood, Sam Murray, Joe Nafziger, Andrew Rogers, Mike Wren, Heather Hardman and others.
Jacob Watts's phone number is 913-403-0600
See more information about Jacob Watts