December 2020 - Legacy Wealth Management

Christmas Newsletter 2020

Christmas Newsletter 2020

Merry Christmas and Happy New Year from the LWM Team Every quarter, we send out a newsletter to share thoughts and feelings on various topics

By Sondra Pace|2022-03-30T14:16:38-06:00December 23rd, 2020|Categories: Newsletters|Tags: Christmas, COVID-19, Linda's Retirement|0 Comments

Let Me Be Perfectly Clear…

Let Me Be Perfectly Clear…

It seems that ever since Linda announced that she is retiring at the end of this year, I’ve been getting a lot of the “When

By Mike Berry|2022-03-30T14:04:59-06:00December 10th, 2020|Categories: Articles|Tags: Legacy Wealth Management, LWM Team, Mike, retirement|0 Comments

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This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

Cambridge’s Form CRS (Customer Relationship Summary).