Legacy Wealth Advisors, IL

Legacy Wealth Advisors guides family stewards to help preserve and manage their legacy to be a blessing to their families and communities for generations. We use a personalized and holistic approach to financial planning, emphasizing tax minimization and philanthropy. With our clients, we then build a thoughtful, customized, and adaptable plan. We are a diverse team with decades of experience assisting clients. While offering the breadth of resources and capabilities of a large corporation, we provide the tailored service of a small branch. Legacy is more than money, and at Legacy Wealth Advisors we advocate for our client’s long-term success through careful management and ongoing guidance. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Legacy Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Please follow this link to additional disclosures: https://raymondjames.com/smicd.htm Certified Financial Planner Board of Standards Inc. owns the certification marks CFP?, CERTIFIED FINANCIAL PLANNER?, CFP? (with plaque design) and CFP? (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

网站

https://www.raymondjames.com/legacywealthadvisorsil

Legacy Wealth Advisors, IL的外部链接

所属行业

金融服务

规模

2-10 人

总部

Warrenville，Illinois

类型

私人持股

创立

2009