Legacy Investment & Insurance is a financial advisory firm based in Sun Prairie, WI. They recently joined forces with Feucht Financial Group, LLC, a family- and veteran-owned advisory firm in Fond du Lac, WI. Legacy Investments Insurance Services, Inc. and Feucht Financial Group share the same values of excellent service, deep expertise, and a client-focused environment. Their team of advisors specializes in investment and retirement planning with a focus on tax savings, offering a comprehensive financial plan and customized portfolios to help clients achieve their goals.
Legacy Investment & Insurance, now operating as part of Feucht Financial Group, LLC, provides independent financial services from their Sun Prairie office. Their mission is to empower clients by helping them understand and feel comfortable with their financial affairs. They offer a range of services to meet individual needs and always begin with a complimentary one-hour meeting to determine if their services align with client needs. With a commitment to providing an independent perspective, Legacy Investment & Insurance aims to link investments and wealth management with tax planning and preparation.
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