We're #hiring a new Client Services Associate in Erie, Pennsylvania. Apply today or share this post with your network.
Legacy Financial Consulting Services
金融服务
Erie，Pennsylvania 693 位关注者
Our goal is to provide you with guidance that can help you understand and better define your financial goals and needs.
关于我们
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where our firm comes in. We are committed to helping our clients make smart money decisions through sound financial guidance and expertise, so they can worry less about their finances and focus more on living their best life. We plan to continuously expand our footprint and become a widely recognized firm of choice known for thoughtfully guiding others through life’s financial challenges. Here's How We Do It: We Care: We treat our clients like it's day 1, every day. We’re Always Accountable: We stand by our advice and adapt that advice when necessary. We’re Proactive: We work hard to anticipate the constantly evolving needs and life changes of our clients. We’re a Team: We work as a team because our clients deserve our collective experience and expertise. We Strive to Make a Difference: We do what we do because it makes a difference and we care. We’re Constantly Improving Ourselves: The better we make ourselves the better service we can provide our clients. For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams. Securities and Advisory Services Offered Through LPL Financial a Registered Investment Advisor, Member SIPC sipc.org Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- 网站
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https://www.lferie.com
Legacy Financial Consulting Services的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Erie，Pennsylvania
- 类型
- 私人持股
- 创立
- 2003
地点
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主要
获取路线
127 W 6th St
US，Pennsylvania，Erie，16501
Legacy Financial Consulting Services员工
动态
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Spring into financial clarity! ???? As the seasons change, it's the perfect time to refresh your financial strategy. Conducting a financial review can help you identify areas for improvement, set new goals, and streamline your finances. Whether you're looking to pay off debt, boost savings, or optimize investments, now is the moment to take control. Let's spring into a brighter financial future together! ?? Reach out today and schedule your personal financial review. -- ???????????? ???? ?????? ????????: Legacy Financial Consulting Services ??????????????: https://lnkd.in/etB9Kc9E ?????????????? ????: [email protected] #SpringIntoAction #FinancialReview #LegacyFinancialConsultingServices #Erie #PA #StC #StClairsville #OH
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Today, in honor of International Client’s Day, we celebrate the heart of our business—YOU, our amazing clients! Your trust and loyalty inspire us every day. Thank you for being part of our journey. Here’s to many more milestones together! ???? -- ???????????? ???? ?????? ????????: Legacy Financial Consulting Services ??????????????: https://lnkd.in/eC6Hf-C9 ?????????????? ????: [email protected] #InternationalClientsDay #ClientAppreciation #Gratitude #LegacyFinancialConsultingServices #Erie #PA #StC #StClairsville #OH
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May the luck of the Irish be with you! ???? Wishing you a day filled with joy, good fortune, and all the magic of St. Patrick's Day. ???? -- ???????????? ???? ?????? ????????: Legacy Financial Consulting Services ??????????????: https://lnkd.in/eb4qy3QA ?????????????? ????: [email protected] #StPatricksDay #LuckyVibes #GreenAndGold #LegacyFinancialConsultingServices #Erie #PA #StC #StClairsville #OH
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Thinking about making a move in your financial advisory career? Here's what's driving advisors to go independent: ???????????????? ???? ????????: 47% of advisors cite better firm culture as their top reason for switching. ?????????????????? ??????????????: 36% are motivated by greater compensation and better payouts. ?????????????? ??????????????: Another 36% seek greater opportunities for professional development. ?????????????????? ?????? ????????????????: 33% want better chances to grow their book of business. ???????????????? ?????????????? ????????t: 33% value the ability to act as a fiduciary in their clients' best interests. These insights come from Fidelity's Advisor Movement Study, revealing what truly matters to financial professionals in today's evolving landscape. Source: https://lnkd.in/eH2uCRsH Are you considering a transition? What factors would influence your decision? Let's discuss! ???? -- ???????????? ???? ?????? ????????: Legacy Financial Consulting Services ??????????????: https://lnkd.in/ef-APN8J ?????????????? ????: [email protected] #FinancialAdvisors #CareerGrowth #Independence #WealthManagement #LegacyFinancialConsultingServices #Erie #PA #StC #StClairsville #OH
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Unlock your financial potential! ?? Learn from our helpful tips to improve your credit score and stay on top of your financial health. Discover how making on-time payments, keeping credit utilization low, and monitoring your reports can significantly boost your credit score. Learn more in our graphic below! ?? -- ???????????? ???? ?????? ????????: Legacy Financial Consulting Services ??????????????: https://lnkd.in/eQaN4_bU ?????????????? ????: [email protected] #CreditScoreTips #FinancialFreedom #CreditManagement #PersonalFinance #LegacyFinancialConsultingServices #Erie #PA #StC #StClairsville #OH
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As we approach the next Daylight Savings Time (DST) transition, it's essential to prepare for the change. This time, clocks will spring forward on the second Sunday of March. ?????? ???????????? ???????? ?????? ????????: Begins on the second Sunday of March at 2 a.m. This year, it falls on March 9th. ???????????? ????????????????: Set clocks forward by one hour. -- ???????????? ???? ?????? ????????: Legacy Financial Consulting Services ??????????????: https://lnkd.in/ewBpGKUF ?????????????? ????: [email protected] #SpringForward #DayLightSavings #PSA #LegacyFinancialConsultingServices #Erie #PA #StC #StClairsville #OH
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This month, we're focusing on empowering you with knowledge to manage your credit effectively. Whether you're building credit for the first time or looking to improve your score, understanding the basics is key to financial success. Check out our video below for quick tips on: ??Understanding your credit score ??Building good credit habits ??Avoiding common credit pitfalls ??Finding resources to keep learning Ready to take control of your credit? We're here to help! Contact us for personalized advice or to schedule a complete review. -- ???????????? ???? ?????? ????????: Legacy Financial Consulting Services ??????????????: https://lnkd.in/eNPjgXbb ?????????????? ????: [email protected] #CreditEducationMonth #FinancialLiteracy #CreditScore #FinancialWellness #LegacyFinancialConsultingServices #Erie #PA #StC #StClairsville #OH
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With college costs rising, planning for your child's education is more important than ever. Check out our guide to help you get on the right track from the start. Learn more about: ???????? ??????????: What are they, who qualifies, and what your options are. ???????????? ?????????????? ??????????????: UTMA, UGMA, etc. ???????????? ???????? ????????... Ready to take the first step in securing your child’s future? Contact us today to discuss personalized college savings strategies! Click here to calculate your college savings budget and learn more about your options: https://lnkd.in/eBGQrfs8 -- ???????????? ???? ?????? ????????: @Legacy Financial Consulting Services ??????????????: https://lnkd.in/ePKs9grg ?????????????? ????: [email protected] #CollegeSavings #FinancialAidAwareness #FinancialAdvisor #WealthManagement #SmartInvesting #FinancialLiteracy #LegacyFinancialConsultingServices #Erie #PA #StC #StClairsville #OH
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As we dive into tax season, it's crucial to optimize your tax strategy. Here are some key tips to help you maximize your savings: 1??????????????????? ??????-???????????????????? ????????????????: Make the most of your 401(k) and IRA contributions for a brighter financial future. 2??????????????? ?????????????? ?????????? ????????????: Hold investments long-term and consider tax-loss harvesting to lower your tax bill. 3??????????????????? ???????? ?????????? ????????????????: Place income-generating assets in tax-deferred accounts for better efficiency. 4??????????? ???????? ?????? ??????????????????????????: Collaborate with experts to ensure compliance and tailor strategies to your unique situation. Ready to take control of your taxes? ???? Let’s make this tax season a success together! ?? Take a look at the short video for more insights and tips! Follow us for more financial tips! -- ???????????? ???? ?????? ????????: Legacy Financial Consulting Services ??????????????: https://lnkd.in/e87A8PZA ?????????????? ????: [email protected] #TaxPlanning #FinancialAdvisor #WealthManagement #SmartInvesting #FinancialLiteracy #LegacyFinancialConsultingServices #Erie #PA #StC #StClairsville #OH