The rebranding of our investment services division to Legacy Financial Services is almost complete, but we need the help of our valued clients to complete the transition. If you are a current client of our investment division, it’s very important that you sign the transition paperwork so we can continue to service your account. To make it convenient for you, we are holding two Super Signer Days where you can drop by and complete the necessary paperwork in one easy step.

Simply contact us to reserve your preferred time slot on Wednesday, Aug. 14, or Thursday, Aug. 15, and we will have everything ready when you arrive. This will allow us to convert your account to our new broker-dealer, Midwestern Securities Trading Company, LLC, so that our team at Legacy Financial Services can continue providing you with superior service and sound financial advice.

Contact us at 920.845.5818 or info@legacyfinancialserviceswi.com to register. Slots are limited, so be sure to register by Wednesday, Aug. 7, to claim your preferred time!