At Jake Mellor Financial Services, we are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing accurate financial information.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Insurance and annuity products
Our Mission Statement
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. It's our mission to help clients demystify their financial lives and achieve their financial dreams. We endeavor to know and understand your financial situation and provide you with only the highest quality information and services to help you reach your goals.
Please call us if you have any questions about our firm or the range of financial products and services we provide.
Legacy Wealth Management, LLC is a registered investment advisor with the States of Arizona, Florida, Idaho, Maryland, Michigan, Texas, Utah and Washington. The firm transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. No investment strategy can guarantee positive returns. All investment strategies have the potential for profit or loss. The Information contained in Legacy Wealth Management's marketing materials should neither be construed as a provision of personalized investment advice nor as a guarantee that a certain level of results will be achieved. The links on our webpages are believed to be reliable; however, we cannot guarantee their accuracy. By clicking on a link, you understand that you may be leaving this site. The information presented on linked websites is for informational uses only. Any opinions or recommendations expressed therein are solely those of the third party information providers and are not the opinions or recommendations of Legacy Wealth Management. No endorsement of third party products, services or information is expressed or implied by any information, material or content referred to or included on, or linked from or to this website. Under no circumstances should the information be construed as an offer to sell or solicitation of an offer to buy a particular service or product. Therefore, your use of this site is provided on an "AS IS" basis, without any warranty of any kind. To the full extent permitted under applicable law, Legacy Wealth Management expressly disclaims all warranties of any kind, whether expressed or implied, including but not limited to: implied warranties of merchantability, accuracy, fitness for a particular purpose and non-infringement.