A local private-wealth management firm received recognition from Barron’s magazine as one of the top Ameriprise Financial Services franchises in the United States.
Legacy Financial Partners …
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A local private-wealth management firm received recognition from Barron’s magazine as one of the top Ameriprise Financial Services franchises in the United States.
Legacy Financial Partners in Worland, described as a “private wealth advisory practice” of Ameriprise Financial Services LLC, was recognized as one of “Barron’s Top 100 Private Wealth Management Teams” in the country.
Financial adviser John D. Shaw is franchise owner of the Washakie County-based firm.
Barron’s magazine, which covers business and finance, recognizes the industry’s most outstanding financial advisers and their teams for high ethical standards and professionalism.
Legacy Financial Partners was chosen based on assets under management, revenue generated for the firm, and the quality of its practice. The team focuses on helping clients plan financial goals for a lifetime through a personal long-term financial planning relationship.
Legacy Financial Partners is a private wealth advisory practice of Ameriprise Financial Services LLC, with locations across the upper Midwest in Wyoming, North Dakota, South Dakota, Minnesota, Montana and Nebraska.
Legacy Financial Partners provides financial advice anchored in a solid understanding of client needs and expectations. The firm establishes one-on-one relationships with clients.
Ameriprise has offered financial advice and future planning services to clients for more than 125 years. With approximately 10,000 financial advisers nationwide, The company provides asset management and insurance-consulting expertise.
For more information, contact Legacy Financial Partners at 307-347-4734 or visit the Ameriprise office at 900 Coburn Ave., Worland, WY 82401.