Legacy Advisors Wealth Management
Financial Services, 17 Accord Park Dr Ste 200, Norwell, Massachusetts, 02061, United States, 1-10 Employees
Phone Number: +17*********
Who is LEGACY ADVISORS WEALTH MANAGEMENT
Legacy Advisors Wealth Management is a fee-based Registered Investment Advisor, provides comprehensive wealth management & preservation services for retirees & investors. They advocate a ...
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Headquarters: 17 Accord Park Dr Ste 200, Norwell, Massachusetts, 02061, United States
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Employees: 1-10
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Revenue: $10 Million to $25 Million
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Legacy Advisors Wealth Management
Answer: Legacy Advisors Wealth Management's headquarters are located at 17 Accord Park Dr Ste 200, Norwell, Massachusetts, 02061, United States
Answer: Legacy Advisors Wealth Management's phone number is +17*********
Answer: Legacy Advisors Wealth Management's official website is https://legacyadvisors.com
Answer: Legacy Advisors Wealth Management's revenue is $10 Million to $25 Million
Answer: Legacy Advisors Wealth Management's SIC: 6282
Answer: Legacy Advisors Wealth Management's NAICS: 523940
Answer: Legacy Advisors Wealth Management has 1-10 employees
Answer: Legacy Advisors Wealth Management is in Financial Services
Answer: Legacy Advisors Wealth Management contact info: Phone number: +17********* Website: https://legacyadvisors.com
Answer: Legacy Advisors Wealth Management is a fee-based Registered Investment Advisor, provides comprehensive wealth management & preservation services for retirees & investors. They advocate a team approach & holistic philosophy. When necessary, they consult qualified third-party affiliates for their recommendations. Their standards dictate that they must act as fiduciaries & be masters in their respective fields of elder and estate law, taxation, insurance & investment management. They focus on helping their clients make better financial & estate decisions while understand the implications of the clients decision within the context of the clients goals, priorities & options open to them. The financial advisors identify clients life & legacy goals & then integrate every aspect of their finances taxes, investments, estate planning, risk management, education planning, retirement & more so that those goals are supported.
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