Meet Your Advisor
Our mission at Legacy Financial Services is to understand your needs, wants, and long-term goals, and utilize our resources to help you pursue them. Our energy, commitment, and efforts are focused on you.
The Legacy Financial Services team can be reached at 920.845.5818 or info@legacyfinancialserviceswi.com. Visit our website at legacyfinancialserviceswi.com to learn more!
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Dana Tupper, CRPC®, CPFA®VP - Financial Services Manager/Senior Financial Advisor |
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Legacy Financial Services is a division of Bank of Luxemburg (BOL). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and BOL are not affiliated.
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