Make Appointment

To schedule an appointment, please select your advisor and follow the prompts on the appoint.ly website. Know that when you click your advisor’s name you will leave the Legacy Wealth Planning website to schedule your appointment.  The Legacy Wealth Planning website will remain open in another window.

 

Bodie Monroe

 

Chris Vargas

 

Jon Park

 

Mark Levy

 

Martin McClellan 

 

Phil Mahoney

 

Steve Rose

 

You will get an email from the appointment scheduler confirming your appointment, if you do not receive an email please call the office 775-850-2500. Also remember if you are having problems scheduling an appointment, please call the office and we will get an appointment scheduled for you. We are always here to help.