Legacy Wealth-Retire Planners
Financial Advising
Why pick this one
Legacy Wealth & Retirement Planners prioritizes client relationships and focuses on personalized financial planning tailored to individual goals.
Best for
- individual financial planning
- retirement planning
- wealth management for families
Look elsewhere if
- seeking corporate financial planning services
- looking for high-pressure sales tactics
Certifications
- LPL Financial
What makes them different
- independent financial firm
- focus on client relationships
- planning first, investing second
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 1626 Cavendish Ct, Charlotte, NC 28211
- Phone
- (704) 255-1717
- Website
- http://legacywrp.com
Services
- financial advising
- wealth management
- retirement planning