Legacy Accounting & Financial Services LLC

Legacy Accounting & Financial Services LLC We are a full service, public financial service firm serving central Wisconsin.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
07/17/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
07/15/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
07/14/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Surprises crop up every day, and they’re a great reason to work with us.
07/10/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
07/08/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
07/07/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Check out this informative video on bull and bear markets to better understand how the stock market works!
07/03/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset alloc...
07/01/2026

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset allocation, and consistent investing may help you navigate good times and challenging periods.

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

This message provides a look at how variable rates of return impact investors over time.
06/30/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
06/26/2026

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

Address

400 Daly Avenue, Suite 200
Wisconsin Rapids, WI
54494

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17154233550

Website

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