Welcome, we're the Legacy Wealth Management Group, LLC, a financial consultancy in Moorestown, New Jersey. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (856) 235-0505. Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (856) 235-0505. Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.
Services
Our mission is to inspire our clients in making informed decisions through education, communication and service which exceeds their expectations. We strive to be the most trusted advisor by our clients for our professional knowledge, unquestionable integrity and completely personalized service. Legacy Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives.
Investment portfolios are developed using an investment strategy known as asset allocation, which is simply the investment of your money using various asset classes. Please keep in mind that asset allocation does not ensure a profit or protect against a loss. Asset classes at the most basic level include stocks, bonds and cash.
At Legacy Wealth Management Group we pride ourselves on building and maintaining relationships through outstanding personalized service. There is no single approach to wealth management that will suit everyone. We provide diverse strategies for our clients who have different goals and objectives but one common aspiration-creating, protecting and passing on their legacies.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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