There is no shortage of financial advisors claiming to provide comprehensive planning, but in reality many are primarily focused on one particular product or service. In contrast, at Legacy Wealth Advisors we have expertise in a number of different planning services and products, with no set agenda. We’re most interested in gaining a thorough understanding of your financial goals and dreams, then recommending those solutions which best meet your needs. The combination of tools implemented can vary greatly and could include any of those listed below.
One of our most important services…is service. Whether you’re requesting copies of tax records, advice on estate planning and beneficiary designations, a net worth statement for a loan application, a withdrawal for a trip--or any one of a hundred other service requests--we’re only a phone call or email away and are committed to responding within 24 hours. No chat rooms, robo advice, pre-recorded voice menus, or foreign call centers. One call and you’re speaking to a live Legacy representative who is committed to providing personalized attention and resolving your issue.
