Legacy Edge Advisors
Financial Services, 485 Underhill BLVD, Syosset, New York, 11791, United States, 11-50 Employees
Phone Number: +51********
Who is LEGACY EDGE ADVISORS
For years we envisioned a financial planning practice that would allow us to focus on 3 areas that clients care most about: 1. Personalized Attention: Legacy Edge Advisors is structured t...
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Headquarters: 485 Underhill BLVD, Syosset, New York, 11791, United States
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Date Founded: 2021
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Employees: 11-50
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
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Frequently Asked Questions Regarding Legacy Edge Advisors
Answer: Legacy Edge Advisors's headquarters are located at 485 Underhill BLVD, Syosset, New York, 11791, United States
Answer: Legacy Edge Advisors's phone number is +51********
Answer: Legacy Edge Advisors's official website is https://legacyedgeadvisors.com
Answer: Legacy Edge Advisors's revenue is Under $1 Million
Answer: Legacy Edge Advisors has 11-50 employees
Answer: Legacy Edge Advisors is in Financial Services
Answer: Legacy Edge Advisors contact info: Phone number: +51******** Website: https://legacyedgeadvisors.com
Answer: For years we envisioned a financial planning practice that would allow us to focus on 3 areas that clients care most about: 1. Personalized Attention: Legacy Edge Advisors is structured to ensure every advisor has a limited number of clients they work with. Instead of prospecting, we focus our attention on diving deeper into the lives of our clients. 2. Easy: Legacy Edge Advisors partners with Charles Schwab to ensure every request is easy and our clients have a dedicated person to see it through to completion. There is no need to call an 800# and cutting-edge technology offers our clients unique tools. 3. Consensus Investment Expertise: Legacy Edge Advisors works with thought leadership at many top Investment Firms. In the current environment of high stock valuations and rising interest rates, we can expand beyond a model approach, using unique ideas to tailor each portfolio. We serve as fiduciaries working with our clients to help with all their planning needs such as Investment Management, Income Generation and Estate Planning.
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