We recognize the importance of having a trusted guide who can provide sound financial advice even in the most complex circumstances. If you have a friend or family member who has questions or needs assistance, we are happy to meet with them to answer their questions and determine if there is a mutual fit for an ongoing advisory relationship.


 

Please contact my friend or family member directly. 

Email our contact information - below - to your friend or family member.

Thank you for referring Legacy 7 Financial Group of Wells Fargo Advisors to your friend or family member.

Here is the contact information for our financial advisory team, Legacy 7 Financial Group of Wells Fargo Advisors. 
 
Phone:  860-572-2898 

Email:  [email protected]