Jim Isaacs

President & CEO at Legacy Wealth Management - Memphis, TN, US

Jim Isaacs's Colleagues at Legacy Wealth Management
Duncan Miller

Managing Director

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Nicholas Sowell

Director Of Financial Planning

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Lawrence Epperly

Portfolio Manager

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Lukas Hooper

Financial Planner

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Christina Daniels

Office Coordinator

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Joseph J.D.

Sr. Financial Planner

Contact Joseph J.D.

Nathan Powell

Sr. Financial Planner

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Jim Isaacs's Contact Details
Email (Verified)
***@legacywealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
901-758-9006
Location
Germantown, Tennessee
Company
Legacy Wealth Management
Jim Isaacs's Company Details
Legacy Wealth Management logo, Legacy Wealth Management contact details

Legacy Wealth Management

Memphis, TN, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

Since 1982, Legacy Wealth Management's approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm.We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. "Because Financial Security Doesn't Just Happen"Firm OverviewIndependent, fee-only Financial Planning and Portfolio Management since 1982Employee-owned firm compensated solely by client fees, not by commissions700+ clients nationwide (across 34 states)$1 + billion under management98% client retention ratio (past 5 years for clients over our minimum)

Wealth Management Comprehensive Financial Planning Portfolio Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Legacy Wealth Management
Frequently Asked Questions about Jim Isaacs
Jim Isaacs currently works for Legacy Wealth Management.
Jim Isaacs's role at Legacy Wealth Management is President & CEO.
Jim Isaacs's email address is ***@legacywealth.com. To view Jim Isaacs's full email address, please signup to ConnectPlex.
Jim Isaacs works in the Investment Bank/Securities Brokerage industry.
Jim Isaacs's colleagues at Legacy Wealth Management are Duncan Miller, Nicholas Sowell, Lawrence Epperly, Lukas Hooper, Christina Daniels, Joseph J.D., Nathan Powell and others.
Jim Isaacs's phone number is 901-758-9006
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