Our Founder and President – Mindy Pakulski, the founder and president of Legacy Financial Services, started the company in 2010 with a mission to bring transparency, trust, and strategic insight into financial management. With over 25 years of experience in the investment and banking industry, Mindy has dedicated her career to helping individuals, families, and businesses make smart, informed decisions about their money. She holds FINRA Series 7, 63, and 66 securities registrations and works as a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network®. Mindy lives in Underhill, Vermont with her husband and children, and she is deeply involved in her community while building lasting relationships with her clients.
We are Legacy Financial, and we love helping you take control of your bills.
Our mission is simple — to save you time, reduce stress, and help you manage your payments more efficiently. On average, our clients save 20-50% on their monthly bills depending on the type of service. Even better, we handle all the calls and processes with your service providers so you don’t have to.
We have been managing bills and helping our clients maximize savings since 2010. We do this all day, every day, so you can rest assured that Legacy Financial is working to get you the best results possible.
“I sent my bills to Legacy Financial, and within 24 hours, they helped me save $420 on my mortgage, $180 on my cell phone, and $300 on my electricity bill. It was so simple and stress-free!”
– Sarah (South Burlington, Vermont)
We’re a trusted platform that helps you manage and optimize your monthly bills by providing reliable financial solutions, secure payment processing, and accurate savings management — all in one place.
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