Legacy Investment Services, LLC
800-977-4030
909-948-0700
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Building Relationships

through honesty, integrity and service

Building Relationships

through honesty, integrity and service

Building Relationships

through honesty, integrity and service

Welcome to Legacy Investment Services, LLC

Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security. We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Retirement Planning

Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance ...

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Investment Management

We believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations ...

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Tax Planning

Through our strategic alliance with Case Central, LLC, we can help optimize your tax strategy to improve your retirement plan. Case Central is a team of CERTIFIED FINANCIAL ...

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Legacy Investment Services, LLC, a state registered investment advisor serving Rancho Cucamonga, California and surrounding communities, provides financial planning and asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Legacy Investment Services, LLC.

Legacy Investment Services, LLC provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Legacy Investment Services, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

*Insurance offered through Legacy Financial and Insurance Services, LLC.

Legacy Investment Services, LLC is a retirement, income and planning firm, overseeing and coordinating finances in Rancho Cucamonga, California and surrounding communities.

Legacy Investment Services, LLC
P: 800-977-4030
F: 909-948-0788
mark@4legacyinvestments.com

10832 Laurel Street, Ste 203
Rancho Cucamonga, CA 91730

Our Company

  • Home
  • Our Company
  • Our Team
  • Strategic Alliances
  • The Author, Mark Sharifi
  • Letter from the Founder
  • Community
  • Video Library
  • Generational Vault
  • Morningstar
  • Charles Schwab
  • TD Ameritrade
  • Get Your Risk Score
  • Contact
Legacy Investment Services, LLC, 10832 Laurel Street, Ste 203, Rancho Cucamonga, CA 91730
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Legacy Investment Services, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Legacy Investment Services, LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Legacy Financial and Insurance Services, LLC, an affiliated company. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted. Legacy Investment Services, LLC and Legacy Financial and Insurance Services, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.