Legacy FInancial PNW

Legacy FInancial PNW Informative yet relaxed page to make investing and finance a less scary and more approachable.

New photo, same team you trust 😄⁣⁣A lot changes over time: markets shift, goals evolve, life looks different from what y...
06/10/2026

New photo, same team you trust 😄⁣
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A lot changes over time: markets shift, goals evolve, life looks different from what you planned (Legacy Financial has been around for 40 years, so we’ve seen some things 😉). ⁣
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What hasn't changed is our commitment to walking alongside our clients through all of it.⁣
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We're Legacy Financial, your comprehensive financial planning team in Woodburn, Oregon. Retirement planning, college savings, estate strategy, we're here to help make the path forward feel a little less uncertain.⁣
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We're grateful for every client who continues to trust us with what matters most.⁣
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www.woodburnwealth.com⁣
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Photographer: Road 40 Photography ⁣
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Happy anniversary, Brenna! 🎉⁣⁣Year after year, Brenna shows up for her clients with the same dedication, warmth, and gen...
06/08/2026

Happy anniversary, Brenna! 🎉⁣
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Year after year, Brenna shows up for her clients with the same dedication, warmth, and genuine care that makes Legacy Financial what it is. We don't take that for granted.⁣
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We're lucky to have her on this team. Cheers to another great year, Brenna. We're glad you're here. 🥂⁣
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⁣www.woodburnwealth.com

This week, we celebrate the closing of our acquisition of TH Financial in Utah.⁣⁣⁣⁣Tim Harlow spent years building somet...
06/05/2026

This week, we celebrate the closing of our acquisition of TH Financial in Utah.⁣⁣
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Tim Harlow spent years building something worth celebrating: a practice rooted in genuine client relationships, hands-on investing, and the kind of trust that takes decades to earn. That's not a portfolio. That's a legacy.⁣⁣
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As Tim steps into a well-deserved retirement, we're honored to walk alongside his clients and welcome them into the Legacy Financial family. ⁣⁣
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Same care. Same commitment. New chapter.⁣⁣
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Happy Birthday, Brenna! 🎉⁣⁣We are so lucky to have you on the Legacy Financial team. Your dedication to your clients, yo...
06/01/2026

Happy Birthday, Brenna! 🎉⁣
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We are so lucky to have you on the Legacy Financial team. Your dedication to your clients, your warmth, and your genuine passion for helping people navigate their financial lives make a real difference every day. Here's to another year of big wins and everything you deserve. ⁣
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We hope your day is as wonderful as you are. ⁣
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Grad season is in full swing. The parties, the photos, the proud tears…it all deserves to be celebrated.⁣⁣But once that ...
05/29/2026

Grad season is in full swing. The parties, the photos, the proud tears…it all deserves to be celebrated.⁣
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But once that tassel gets switched? It's time to gear up for what's ahead.⁣
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This summer is your window to set your grad up for real financial success before the dorm drop-off chaos begins.⁣
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Swipe for 5 money habits to build with them before they go. 👉⁣
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www.woodburnwealth.com⁣
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No matter where you are in life's financial journey,we're here for you. ⁣⁣At Legacy Financial, we've spent the last 40 y...
05/28/2026

No matter where you are in life's financial journey,we're here for you. ⁣
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At Legacy Financial, we've spent the last 40 years walking alongside our clients through some of life's biggest financial moments. We specialize in guiding:⁣
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▪️ Small Business Owners | Strategies to manage and grow the wealth you've worked hard to build.⁣
▪️ Retirees | Helping you step into retirement with confidence, clarity, and security.⁣
▪️ Families Planning for the Future | Personalized plans for education, estate, and legacy goals that reflect what matters most to you.⁣
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We believe financial planning should feel less like a mystery and more like a conversation. Our team is dedicated to simplifying wealth management and organizing your assets, so you can focus on protecting and building what you're passionate about.⁣
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You've worked hard for your future. Let us help you plan for it.⁣
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Woodburn: (503) 982-7040⁣
Hermiston: (541) 567-3100 ⁣
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Address

Hermiston, OR
97838

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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