Legacy Financial Services

Legacy Financial Services We help build financial plans to fit your unique needs, wants, and long-term goals. Legacy Financial Services is a division of Bank of Luxemburg (BOL).

We work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, we want you to always know where you stand. Securities are not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, in

cluding 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. Information provided by Registered Representatives of MSTC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations. Third-party posts that appear on this social media site have not been reviewed or approved by Midwestern Securities or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Midwestern Securities or its advisers. Some third-party posts may be reviews or testimonials. Midwestern Securities does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients. To learn more about the securities industry, visit the following industry websites:
www.finra.org
www.sipc.org

Check the background of this financial professional on FINRA's BrokerCheck. https://brokercheck.finra.org/


This communication is strictly intended for individuals residing in the United States.

06/01/2026

The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize. The Standard & Poor’s 500 Index advanced 1.43 percent, while the Nasdaq...

Happy 529 Day! 🎓 Have you considered starting a 529 college savings plan for your child or grandchild?Starting early and...
05/29/2026

Happy 529 Day! 🎓 Have you considered starting a 529 college savings plan for your child or grandchild?

Starting early and contributing consistently, even small amounts, can make a meaningful impact over time.

Why consider a 529 plan?
📚 Potential tax advantages
📚 Tax-free withdrawals for qualified education expenses
📚 Flexible use for tuition, books, room & board, and more
📚 Family members, including grandparents, can contribute
📚 Potential Roth IRA rollover options for unused funds, subject to limitations

Interested in learning more? Connect with our team to explore your options and build an education savings strategy tailored to your family’s goals.


Note: A 529 plan is a tax-advantaged savings vehicle intended for education expenses. Before selecting a plan, individuals should review applicable fees, investment options, and state-specific tax treatment. State tax laws may differ from federal laws, and eligibility for tax deductions will depend on the taxpayer's state of residence. Nonqualified withdrawals may be subject to income tax and a 10% federal penalty on earnings.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
05/28/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolst...
05/26/2026

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism. The Standard & Poor’s 500 Index advanced 0.88 percent, while the Nasdaq Composite Index...

In honor of Memorial Day, our office will not be open today, May 25, as we pause to remember and honor those who have se...
05/25/2026

In honor of Memorial Day, our office will not be open today, May 25, as we pause to remember and honor those who have served and sacrificed for our country.

We will resume business hours on Tuesday, May 26, 2026.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/21/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. ...
05/18/2026

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite Index edged down 0.08 percent. The...

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/14/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corpora...
05/11/2026

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results. The Standard & Poor’s 500 Index advanced 2.33 percent, while the Nasdaq Composite Index rose 4.51...

Wishing a joyful and heartfelt Mother’s Day to all the incredible moms, and mother figures, from your team at Legacy Fin...
05/10/2026

Wishing a joyful and heartfelt Mother’s Day to all the incredible moms, and mother figures, from your team at Legacy Financial Services!
We’re grateful for the love, guidance, and strength you’ve shared to make us the people we are today. 💐🤱💗

We hope you enjoy a few photos of team with their mothers or children.

Address

630 Main Street
Luxemburg, WI
54217

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(920)8455818

Website

Alerts

Be the first to know and let us send you an email when Legacy Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Legacy Financial Services:

Shortcuts

Share

Category