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Why Legacy?
We have realized that all of our clients have advisors in the following areas:
The problem we found is that no one is communicating for your benefit and often they have conflicting advice. We believe that you cannot have a complete life plan if no one is working as a team on your behalf. We are dedicated to serve all of our clients with a team based approach to solve all of your financial needs. We realize that one person cannot solve everyone’s needs and wants. This is why we have designed our Legacy Resource Network of advisors to serve all of our clients and friends with all aspects that deal with your finances. We are happy to announce that we have over 125 strategic partners throughout the United States to help serve all of our clients with any needs that they may have related to their finances. This allows us the opportunity to serve multiple markets addressing multiple needs. Below you will find a list of some of our strategic partners.
*Companies above and NPC are separate and unrelated
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Wealth Advisors Kevin C. Loyd Ryan M. Gray William A. Glaser David Glaser Jon Peckron Garret Freitag Legal & Estate Advisors James Blasé* Mortgage Banker Joshua Reed* Home & Auto Matt Ference* Tax Preparation County Accounting & Tax *These individuals are not security licensed nor do they have any affiliation with National Planning Corporation.
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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities licensed associates of Legacy Wealth Advisors, are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser, Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made absent to compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Mortgage, accounting and tax preparation, and legal services are offered through unrelated, third party companies. Legacy Wealth Advisors and NPC are separate and unrelated companies. Legacy Wealth Advisors has been recognized as a FIVE STAR: Best in Client SatisfactionSM Wealth Manager based on a client survey conducted by an independent third party. The opinions of those who responded to the survey may not be representative of the experience of other respondents. The Five Star award is not based on investment performance nor is it an indication of future performance. Respondents were not paid to participate in this survey. © Legacy Wealth Advisors, Inc. All Rights Reserved. NPC Privacy Policy. Site design by TIC Media Group |
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