Legacy Wealth Partners LLC is a full-service, independent Financial Planning firm established in 2009. The company prides itself on being a Fiduciary, emphasizing a deep understanding of clients' unique goals and ambitions to make sound decisions for long-term success. The team comprises professionals with various designations and degrees, such as ChFC®, CLU®, CFP®, MBA®, FLMI®, and RICP®, dedicated to providing an exceptional client experience. Their expertise spans Finance, Financial Services, and Wealth Management. While the headquarter location is not specified, Legacy Wealth Partners appears to offer comprehensive support for clients' financial aspects, striving to ensure a lifetime of success through tailored planning. Currently, there is no publicly disclosed information about the last investment or investors involved in the company.
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