Legacy Benefit Advisors
Financial Services, 275 W Natick Rd, Warwick, Rhode Island, 02886, United States, 1-10 Employees
Who is LEGACY BENEFIT ADVISORS
At Legacy Benefit Advisors, we have helped hundreds of individuals at various stages of retirement achieve the peace of mind they seek. The transition into retirement is complicated, whic...
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- Headquarters: 275 W Natick Rd, Warwick, Rhode Island, 02886, United States
- Date Founded: 2017
- Employees: 1-10
- Revenue: Under $1 Million
- Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6411
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Frequently Asked Questions Regarding Legacy Benefit Advisors
Answer: Legacy Benefit Advisors's headquarters are located at 275 W Natick Rd, Warwick, Rhode Island, 02886, United States
Answer: Legacy Benefit Advisors's official website is https://lbari.com
Answer: Legacy Benefit Advisors's revenue is Under $1 Million
Answer: Legacy Benefit Advisors's SIC: 6411
Answer: Legacy Benefit Advisors has 1-10 employees
Answer: Legacy Benefit Advisors is in Financial Services
Answer: Legacy Benefit Advisors contact info: Phone number: Website: https://lbari.com
Answer: At Legacy Benefit Advisors, we have helped hundreds of individuals at various stages of retirement achieve the peace of mind they seek. The transition into retirement is complicated, which is why our team partners with clients to make sure the right choices are made at the onset, and throughout each individuals journey. By listening to our clients concerns and understanding their goals, we help design a customized plan that considers the importance of health, lifestyle, and budget. Having a sound plan will help ensure the legacy you worked so hard to build, will be protected. The LBA advisors are proud members of the Office and Professional Employees International Union and offer their consultative services to you at no cost. Bob has over thirty years of experience working with the Rhode Island labor community, and leads the hand-picked LBA team, which he describes as the best of the best. He understands the complex field of health and ancillary benefits, and prides himself on going above and beyond for his clients. He holds a Masters in Business Administration (MBA) from Providence College, and a Bachelor of Science (BS) in Accounting from Southeastern Massachusetts University. Additionally, Bob maintains the designation of Certified Health Consultant from Purdue University. As a devoted husband, father, and grandfather, Bob personally understands the importance of passing on his legacy.
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