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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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  2. Our Partnership

Our Partnership

We engage in panoramic financial planning in the context of a long-term partnership with you through our proprietary process, The Harmony FORMula. To maintain a successful working relationship, one where we can help you achieve your financial and lifestyle goals, you can expect that we will consistently and responsibly perform all the services outlined below.

We Will Always:

•  Acquire and maintain a thorough understanding of your financial goals

•  Update your current financial information as your life unfolds and needs evolve

•  Carefully determine and monitor your investment risk and timeframe

•  Explain the implications of all recommended financial planning strategies

•  Update you as appropriate by appointment, email, mail, and phone

•  Meet with you regularly to review your personal financial situation

•  Act as your primary financial advisor and steward of your financial future

•  Coordinate with other financial professionals when your plan requires it

•  Treat you with the utmost respect and professionalism

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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