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Legacy Financial Services

  •  Tel: (708) 301-4471
  •  Fax: (708) 301-2293
Check out Greg Theis' experience and background on FINRA's BrokerCheck
 

Legacy Financial Services

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Our desire is to find a BETTER way for our clients to improve and organize their financial lives into an easy-to-understand format. We do this through the Harmony FORMula.

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  3. USA Financial Trending Report and Trend Tracker

USA Financial Trending Report and Trend Tracker

DOWNLOAD: USA Financial Trend Tracker

DOWNLOAD: Trending Report Visual References

The USA Financial Trending Report is a monthly podcast update from investment professionals at USA Financial Portformulas including an educational discussion regarding the state of the markets, economy, and other factors that may impact your investment accounts. Also published is the monthly Trend Tracker, giving special attention to current market indicators including RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered in order to eliminate emotion and provide direction in investing. USA Financial Portformulas is one of the entities that we work closely with as an asset management partner. These updates give you an understanding of what may be on the horizon, as well as how some of the proprietary investment management tools used by Portformulas are interpreting market trends.

Be sure to subscribe via iTunes, Google Play, or your preferred podcast listening service for all the latest updates.

13516 S. Parker Road
Homer Glen, IL
60491 United States

  •  Tel: (708) 301-4471
  •  Fax: (708) 301-2293
  •  gtheis@legacyfinancialusa.com

Greg Theis and Robert (Bob) Travers are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301.. Member FINRA/SIPC. www.finra.org. Legacy Financial Services, INC is not affiliated with USA Financial Securities.

Greg Theis and Bob Travers are authorized to transact securities related business and investment advisory services only in states where they are properly registered.  For investment products and services these states include: Greg -AR;AZ;CA;CO;FL;GA;IA;IL;KS;KY;MO;NC;NM;NV;OH;SC;TX. Bob- IL. For investment advisory services theses states include: Greg -AZ;CA;CO;FL;IL;KS;NC;SC. Bob-IL. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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