Legacy Financial Advisors, Inc.

This year we are extra thankful for our clients who have stood by us in the transition from OSAIC to LPL Financial. You all have shown us grace, understanding, & patience while we all learn together. For that, we couldn’t be more grateful. We have some really awesome clients & staff. We cannot wait to continue to build lasting relationships with our clients. Over the last 50 years a lot of you have become family. You have accepted and new members of our team, & have worked with all the changes even when it was frustrating. We thank you for hanging in there with us. We thank you for trusting us. We are always happy to hear each and everyone of your voices & seeing your smiling faces walk through the door. The entire legacy team is so grateful for all of you. Matt is especially thankful for all of the clients who have welcomed him with open arms and trusted him to continue to help you fulfill your financial goals. & Paul’s ofcourse thankful for each of you who trusted his guidance & let him go down to 3 days a week. ???? Happy Thanksgiving from our Legacy family to yours. ?? Cheers to many more years of generational wealth, estate planning, & growing in business together. ?????

“We make a living by what we get, but we make a life by what we give.” – Winston Churchill We're full force in the season of giving! On Friday we received our Toys For Tots boxes to the Westborough office! Feel free to stop by anytime during business hours (9am-5pm) and drop off any and all donations. If you happen to meet our reps at many our satellite offices, feel free to give your donations to them, or give April Quiles, at our office a call at 800-427-9781 to coordinate a time to meet somewhere convenient for you. We have not confirmed we will have them for the holiday party yet but once we do we will alert all of our clients.

“The willingness with which our young people are likely to serve in any war, no matter how justified, shall be directly proportional to how they perceive the Veterans of earlier wars were treated and appreciated by their nation.” ? George Washington #veteransday?

Always a pleasure to work with Kenneth Silva, CRPC & Protective Life ??

Join us for our annual Holiday party here in Westborough! We hope to see everyone there! Click the link below to register or check your email to see if you got the E-vite today! As always, food, drinks & entertainment is on us! ????? https://lnkd.in/eG-nvYf8

Don't forget to come down to Norwell this Saturday for a Shred Party! Free food, Drinks & entertainment will be provided. Even if you don't have shredding come say hi! We aren't having our annual shred fest in Westborough this fall but stay tuned for the spring date for next year!

On this day 23 years ago. 246 people got on what they thought would be a typical flight. 2,606 people showed up to work on an average day. 343 Firefighters got up in preparation to save lives as they do everyday. 60 Police officers put their uniforms on and upheld their promises to serve and protect. 8 Paramedics prepared for whatever emergency would be called in that day. None of them anticipated it would be the last time. As we prepare for our day & send our kids off to school and kiss our spouses good bye for the work day we never think it will be the last time. We've learned to not take a single second for granted. One single moment can change the lives of thousands of people forever. Today is a day to remember & honor those who lost their lives in a senseless attack. We will never forget them. We stand with their families. #neverforgotten

Come shred with us at Pat Murray’s office in Norwell MA on the 21st! Complimentary food, drinks, entertainment, & shredding included! ???? Email [email protected] or call us at 800-427-9781 to register!

Grandparents Day is 9-8-2024 But we at Legacy think all month is Grandparents month so we will offer free copies of Smart Financial Grandparenting to those lucky grandparents who reach out to the firm in September . April and Cathy can arrange To download the E book version. Just call them at 1-800-427-9781

This was called the miracle on Ice in 1980 44 years ago today. It was the biggest sports upset in history. The men's USA ice hockey team was a bunch of college kids playing against all professionals from the Soviet Union (Russia) It took place in Lake Placid New York https://lnkd.in/eRyWQ5wv