Legacy Wealth Advisors of NY

Legacy Wealth Advisors of NY: Shaping Your Financial Future with Integrity and Expertise At Legacy Wealth Advisors of NY, we pride ourselves on our tradition of building personal, face-to-face relationships that stand the test of time. Our team, deeply rooted in the communities we serve, is committed to making a significant difference in the lives of our clients. We guide families and businesses toward making informed, conscious financial decisions, empowering them with the knowledge to manage their financial future successfully. Our services extend beyond typical financial advisement, offering comprehensive business transition, succession planning, and continuity strategies. We also specialize in wealth management, insurance solutions, investment products, and employee benefits tailored for small to mid-size businesses. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Both JWC and JWCA are unaffiliated with Legacy Wealth Advisors of NY. Financial professionals must be properly registered to conduct securities-related business. Information provided is for educational purposes only and not intended as a solicitation to buy or sell any security. Visit www.finra.org and www.sipc.org for more information. Consult with your financial advisor to ensure compliance with state regulations. This version highlights the personalized approach of Legacy Wealth Advisors and maintains the necessary regulatory disclosures, ensuring a professional and compliant presentation.

网站

https://www.Lwaofny.com

Legacy Wealth Advisors of NY的外部链接

所属行业

金融服务

规模

2-10 人

总部

East Syracuse，New York

类型

自有

创立

2017