Legacy Financial Advisors
Business To Business
Why pick this one
Legacy Financial Advisors provides business succession planning, employee benefits, and 401(k) consulting through CFP®, AIF®, and RICP® advisors.
Best for
- Business owners planning a sale, ownership transfer, or strategic merger
- Companies developing employee and executive benefits
- Businesses seeking group health benefit guidance
- Employers creating or improving a 401(k) plan
- Self-employed individuals needing coordinated personal and business financial planning
Specialties
- succession, exit, and transition strategies
- employee and executive benefits
- group health benefits
- 401(k) planning and consulting
- business financial planning
Certifications
- CFP®
- AIF®
- RICP®
What makes them different
- Independent fiduciary firm with operational freedom to customize financial solutions
- Business services include succession, exit, and transition planning
- Designs employee benefit packages and group health benefits
- Provides 401(k) planning and consulting for businesses
- Uses AdviceWorks financial planning technology
Distilled from this business's own website.
Contact & Location
- Address
- 310 Craven St Ste 2, New Bern, NC 28560
- Phone
- 7707146003
- Website
- https://www.lfateam.com/
- mconard@lfaweb.com
Services
- business financial planning
- wealth management
- retirement planning
- estate planning
- insurance and protection planning
- education planning
- investment management