It's essential to have a skilled financial planner on your side to help navigate today's complex financial environment. At Legacy Financial Planning, our financial consultants and investment strategists continually strive to take the confusion out of helping you manage your money.
For those seeking advice they can trust from the onset, to the most seasoned investor looking to take their financial success to new tiers, Legacy offers a full spectrum of financial and wealth management services to help you make the most of your success.Learn more about each, below.
For those seeking advice they can trust from the onset, to the most seasoned investor looking to take their financial success to new tiers, Legacy offers a full spectrum of financial and wealth management services to help you make the most of your success.Learn more about each, below.
Services
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
As an individual with personal and family goals we are here to provide you with an array of financial and investment planning services essential to your success. We will work hand-in-hand with you - and, if need be, your other professional advisors - to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.
Interested in booking a Complimentary Phone Consultation? Questions about investing, saving, retirement planning or one of the other many services we offer? At Legacy Financial Planning, we embrace the opportunity to connect with those looking to make the most of their financial future. For more urgent or immediate service during regular business hours, visit our Locations page for phone numbers and information on reaching our offices right away.
At Legacy Financial Planning, we're committed to making it easy for those we serve to manage their account. Curious about what you can do with a personalized Legacy Financial Planning account? Questions about what sets us apart from so many of today's traditional investment strategists? Call or visit any of our three east coast locations or write to us through our contact page.
Our clients are a diverse group of individuals and families. We recognize the differences in the lives of our clients and we are committed to providing personal financial guidance. We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth.
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