Our Qualifications

Legacy Wealth Management is a Division of USA Financial Services which was founded in 1992. James M. Thomas, CFP & President.

Legacy offers an impressive depth of expertise in Investment planning, Tax planning, Insurance and Estate planning.We have helped hundreds of individuals and businesses plan for the future.

All Legacy advisors hold a variety of professional designations and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based financial advice our clients can trust.

To meet with a Legacy advisor, contact us today.