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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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  • Who We Are
  • What We Do
  • Our Partnership
  • Our Process
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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 Process

Our Process

Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. The Harmony FORMula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.

The Harmony FORMula focuses on the three D's.

Discover

  • What do you want to accomplish?
  • What is essential to you?

Design

  • How will we get you there?
  • What services are the best fit for you?

Deploy

  • Financial and legacy planning
  • Product and risk assessment and fit
  • Ongoing continuous service
  • Building a lasting relationship

 

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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