LEGACY ADVISORY SERVICES

Legacy was founded on the principles of offering comprehensive financial plans together with prudent investment management and superb client service. Some of the services we provide for our clients include retirement planning, investment management, education planning as well as life insurance and alternative investments. We bring together a unique financial planning approach with proven investment management to provide our clients with a tax efficient, coordinated financial plan to help them to reach their financial goals... Rising education costs require a forward-thinking plan. Legacy Advisory Services can help you prepare for one of life's biggest investments... Our customized financial plan encompasses both a picture of your current financial status and addresses your needs, goals, and investment challenges. We will help you analyze your current situation, risk profile and investment goals. Taking all those factors into account we can construct a customized financial plan and..

Also known as: Legacy, Legacy Advisory Services, LLC

Primary location: Exton United States