Legacy Partners Group LLC is a retirement solutions firm with offices in Appleton, Madison and Milwaukee. We specialize in Holstic integrated retirement and estate planning, taking a team approach to coordinate and optimize the way each client’s investments, taxes, estate plan and insurances work together.

Discover - Evaluate - Plan

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Schedule a consultation today!

(920) 574-9597

Learn more about us at our website, legacypartnersgroup.com

Appleton location:

4321 W. College Ave., Suite 2000