Legacy Financial
Why us?
Our culture
Our company fosters a culture built on the principles of teamwork and integrity, where every member is valued and encouraged to collaborate. We believe that by upholding these values, we can achieve excellence and trust within our team and with our clients.
Our vision
Our firm operates on the ethos of "no family left behind," prioritizing personalized solutions and support to ensure every client achieves their financial goals. We are dedicated to fostering a culture where every individual and family receives the attention and guidance they deserve.
Technologies
Leveraging cutting-edge technology, we meticulously analyze market trends and data to identify the most suitable products and services for our clients. By staying at the forefront of technological advancements, we ensure our clients receive innovative solutions tailored to their unique needs.
Founders
Sophia Xu & Wisely Chen
Our families immigrated to America with big dreams, but faced many financial challenges. Traditional financial firms often overlook the middle class, leaving families without guidance. We're changing that! Let's bring Wall Street to Main Street, providing accessible education and resources for everyone's financial future.