Having the right money mindset is a huge contributing factor to financial success. Need help? We're here: [email protected]
Legacy Capital Group | Northwestern Mutual
Financial Services
Edina, Minnesota 124 followers
Through our customized financial planning, we equip our clients to achieve goals beyond what they can imagine.
About us
We believe anything is possible with the right financial plan. Through our customized financial planning, we equip our clients to achieve goals beyond what they can imagine. They gain peace of mind in the present, clarity of vision for the future and the promise of legacy for generations to come.
- Website
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www.lcg.nm.com
External link for Legacy Capital Group | Northwestern Mutual
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Edina, Minnesota
- Type
- Partnership
- Founded
- 2022
- Specialties
- Financial Planning, Investments, Investing, Financial Advisor, Estate Planning, Charitable Giving, Risk Management Solutions, Business Planning, Wealth Management, Retirement Planning, Life Insurance, and Disability Insurance
Locations
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Primary
Get directions
3600 Minnesota Drive
Suite 600
Edina, Minnesota 55435, US
Employees at Legacy Capital Group | Northwestern Mutual
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Ian Donaldson
CFP®, AEP®, RICP®, CLU®, ChFC® | Partner & Co-Founder, Legacy Capital Group
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Caitlin Joyce
Marketing & Client Relations Manager | Legacy Capital Group
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Cody Lubeley CFP®
Partner & Co-Founder | Legacy Capital Group
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Jeries J. Fakhoury
Financial Planning Manager with Legacy Capital Group
Updates
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Are you procrastinating saving for retirement? Let us help you end this cycle and start taking corrective action. It's never too late to start planning - reach out today! [email protected]
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Today’s historic estate tax window closes at the end of 2025. That may seem far off, but if you want to leverage this opportunity, it's important to act quickly. https://lnkd.in/g2ZJiFca
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Exchange Traded Funds (ETFs) combine the flexibility of stocks and the portfolio-diversifying strengths of mutual funds. Let's chat to discuss if ETFs are a good fit for you: [email protected]
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Whole life insurance can give you a lot. Take our quiz to see how much you know! https://lnkd.in/gEbBKcYX
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No matter the age, marital status or season of life, it's crucial for women to prioritize financial literacy and independence, empowering themselves to navigate any financial challenge that comes their way. Let's work together to build a future with confidence: [email protected]
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Your home-buying journey starts with a down payment. Looking for some guidance on strategic ways to save? Let’s chat! [email protected]