No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
CLIENTS
To provide excellence in service and innovative financial product design to help our clients reach their financial objectives in the creation, maximization, protection, and enjoyment of wealth by advocating for them to make informed financial decisions that reflect their value system, love of family, and commitment to the community.
COMMUNITY
To accomplish all of our objectives while serving as a good citizen within the community through our charitable endeavors and by our leadership.
HOW WE WORK
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box,” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Legacy Wealth Strategies Wins Stellar Business Award for Financial Services in Columbus, Ohio
Today, we congratulate Legacy Wealth Strategies for winning our 2022 Stellar Business Award for Financial Services Excellence in Columbus, Ohio. Our selection committee reviewed several outstanding companies for this award, and we decided unanimously that they are the official winner.
They displayed all of the qualities that we at Stellar Business look for when determining excellence. These qualities include outstanding growth, service to their community, and excellent business practices. We determined that they excel in these criteria as the top Financial services in Columbus, Ohio.
Legacy Wealth Strategies Reviews
Our team at Stellar Business reviews companies based on several factors, including online reviews, the ability to deliver results, interactions with leadership, and more. Based on these metrics, we then create a weighted overall score.
When giving reviews, we interviewed NAME about their success in the Columbus area. We also looked at what their customers were saying on Google and other trusted review sites. Because Legacy Wealth Strategies maintains consistently stellar reviews, they received strong consideration for this award.
Best Financial Services in Columbus, Ohio
Legacy Wealth Strategies quickly became our strongest applicants in Columbus, Ohio. They displayed excellent customer service and an ability to deliver and maintain high reviews in their community. So, Stellar Business would like to endorse them as the top Financial service in Columbus, Ohio. We believe that their outstanding ability to serve their clients makes them a long-time favorite provider in Columbus, Ohio.
If you are looking for excellent Financial services, look no further. They are, hands down, the Best Financial services in Columbus, Ohio.
Legacy Wealth Strategies Excellence
Led by Jonathan Codispoti, the team at Legacy Wealth Strategies grew very quickly in AGE. They maintain strong and positive reviews by continuously innovating and serving their community in Columbus, Ohio at a high standard. Therefore, we want to congratulate them for winning this Stellar Business Award in Financial services in Columbus, Ohio.
To confirm them as the official winner of our Stellar Business Award for excellence in Financial services in Columbus, Ohio, we made the following announcements:
This public post on our website highlights them as the winner
A public announcement on our LinkedIn, Instagram, and Facebook page
Provided a physical certificate signed by our committee
Assured that there are no other winners for the category of Financial Services in Columbus, Ohio
Sent a physical Stellar Business trophy to symbolize this award
Legacy Wealth Strategies is the Best Financial services in Columbus, Ohio
We encourage you to visit our award-winner’s business website to learn more about how they can help you with Financial services in Columbus, Ohio. Link below
www.lws-llc.com
Contact: Jonathan Codispoti
