Legacy Wealth Strategies
Financial Service
Why pick this one
Legacy Wealth Strategies has over 20 years of experience in providing tax-efficient financial planning and personalized strategies.
Best for
- individuals seeking personalized financial planning
- business owners needing wealth management guidance
Look elsewhere if
- looking for low-cost financial services
- seeking a purely online financial advisory without personalized interaction
Specialties
- tax-efficient financial planning
- wealth management
- estate planning strategies
- risk management
Certifications
- RFC
- CLU
- CFP
- CPA
What makes them different
- focus on personalized financial strategy
- full-service wealth management firm
- collaborative client relationships
- commitment to client education
- Years in business
- over 20 years
Distilled from this business's own website.
Contact & Location
- Address
- 3201 Beechleaf Ct, Raleigh, NC 27604-0014
- Phone
- +19193411639
- Website
- http://www.legacyws.com/
- Ben@LegacyWS.com
Services
- financial planning
- wealth management
- estate planning
- risk management