Legacy Solutions, LLC (“Legacy Solutions”) is an SEC registered investment adviser located in Kennett Square, Pennsylvania. A copy of the Legacy Solutions current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.
Legacy Solutions may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Legacy Solutions’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Legacy Solutions’ web site on the Internet should not be construed by any consumer and/or prospective client as Legacy Solutions’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Legacy Solutions with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of the Legacy Solutions’ current written disclosure Brochure and Form CRS discussing the Legacy Solutions’ business operations, services, and fees is available on this web site and/or from Legacy Solutions upon written request. The Legacy Solutions does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Legacy Solutions’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Legacy Solutions), will be profitable or equal any historical performance level(s).
Certain portions of the Legacy Solutions’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Legacy Solutions (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Legacy Solutions, or from any other investment professional. The Legacy Solutions is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.