Todd Purich, Wealth Advisor - Legacy Private Client Services, LLC
Life Insurance
Why pick this one
Todd Purich, Wealth Advisor at Legacy Private Client Services, specializes in life insurance solutions and has been recognized as Best in State (NC) multiple times.
Best for
- high net worth individuals seeking comprehensive financial planning
- families aiming to optimize wealth transfer
- clients interested in philanthropic impact
Look elsewhere if
- budget-sensitive clients
- individuals seeking basic financial services
Specialties
- life insurance solutions for high net worth individuals
- holistic financial planning
- wealth transfer strategies
- estate planning
- philanthropy planning
Certifications
- Member Agent of The Nautilus Group
- Eagle Strategies LLC
What makes them different
- Todd Purich was recognized as Best in State (NC) for multiple consecutive years
- offers complimentary preliminary impact report for potential clients
- integrates life insurance solutions with other financial planning strategies
- dedicated philanthropic initiatives with a goal of $1 billion for endowment building
- Serves
- Raleigh, Cary, New Bern
Distilled from this business's own website.
Contact & Location
- Address
- 4140 Parklake Ave Ste 450, Raleigh, NC 27612
- Phone
- 9198410640
- Website
- https://www.legacypcs.net/
- wght@400..700
Services
- financial advisory services
- investment management
- tax planning
- corporate fiduciary services