ECN Legacy Advisors
Financial Advising
Why pick this one
ECN Legacy Advisors has over 30 years of experience in financial advising and takes a holistic approach to wealth management.
Best for
- individuals planning for retirement
- families managing concentrated wealth
- clients looking for comprehensive financial planning
Look elsewhere if
- seeking quick, one-time financial advice
- individuals with very small investment accounts
Specialties
- retirement planning
- risk management
- legacy strategies
Certifications
- ChFC
- RICP
- FSCP
- CASL
- LUTCF
What makes them different
- over 30 years of experience
- personalized, goal-based strategies
- fee-based fiduciary
- holistic approach to financial life
- Years in business
- 30
- Serves
- Raleigh, Cary, Apex, Holly Springs
Distilled from this business's own website.
Contact & Location
- Address
- 2500 Regency Pkwy, Cary, NC 27518-8549
- Phone
- +19197921830
- Website
- http://www.ecnlegacyadvisors.com/
- Kevin@ecnlegacyadvisors.com
Services
- financial planning
- wealth management