Legacy Wealth Management

Legacy Wealth Management, LLC, established in 1986, is a firm specializing in Financial Services, Insurance, and Wealth Management. The company prides itself on its team of trained and licensed financial advisors, all of whom are CERTIFIED FINANCIAL PLANNER professionals. These advisors are well-versed in various areas including portfolio management, retirement planning, tax strategies, charitable planning, estate planning, and insurance. At Legacy Wealth Management, there is a strong emphasis on their fiduciary responsibility, with a commitment to prioritizing the interests of their clients. The firm boasts partnerships with reputable entities such as Cambridge Investment Research, Inc., (a Broker/Dealer, Member FINRA/SIPC) and Cambridge Investment Research Advisors, Inc., (a Registered Investment Advisor). Notably, Legacy Wealth Management and Cambridge are not affiliated, and the latter does not offer tax advice. Though no specific details about their headquarters, last investment, or last investment investors are available, Legacy Wealth Management's commitment to comprehensive wealth management services, backed by a team of experienced professionals, positions it as a noteworthy player in the financial advisory space.