Legacy Wealth Partners LLC

Legacy Wealth Partners is a full service, independent Financial Planning firm tailored to meet the needs of our clients. As a Fiduciary, we strongly believe that understanding you, and what makes your goals and ambitions unique, can lead to sound decisions that provide for a lifetime of success. We have carefully selected professionals on our team who are committed to delivering an exceptional client experience. Individuals on the team will work closely with you and your advisor to ensure comprehensive support for the many moving parts of your financial life. The people coming together to support you include specialists with designations and degrees ranging from ChFC?, CLU?, CFP?, MBA?, and FLMI? to RICP?.

网站

https://www.lwp-llc.com

Legacy Wealth Partners LLC的外部链接

所属行业

金融服务

规模

11-50 人

总部

Greenwood Village，CO

类型

上市公司

创立

2009

领域

Wealth Management、Retirement Planning、United Airlines PRAP Management、Estate Planning和Executive Benefits