Legacy Wealth Management

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Description

  • Legacy Wealth Management is a Wealth Management and Planning firm with offices located in South Florida. Our Investment Professionals have over 110 years combined experience managing our clients' Wealth Planning needs. Legacy is an Independent Firm offering no proprietary products or services. We offer our services from an Independent, Non-Biased and No Strings Attached business philosophy.If you are looking for an Investment Professional concerned about making recommendations based upon what is in your best interest, please consider one of the Investment Professionals at Legacy Wealth Management. Please complete the How to become a client page or call us at 800-519-4015.The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA ,IA, ID, IL, KY, MA, MD, ME, NC, NJ, NY, OH, OK, TN, TX, VA, NV.Securities and Advisory Services Offered through LPL Financial. A Registered Investment Advisor, Member SIPC, www.sipc.org.For hyperlinks to homepages for SIPC, please refer to company website.
  • location

    Headquarters:1250 South Pine Island Road Suite 350, Plantation, Florida, United States

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  • Legacy Wealth Management phone

    Phone Number: +1 954-474-7100

  • Legacy Wealth Management website

    Website: https://www.lwmfl.com

  • Legacy Wealth Management employees

    Employees:6

  • Legacy Wealth Management revenue

    Revenue:$1 - 10M

  • Legacy Wealth Management legal name

    Legal Name:Legacy Wealth Management

  • Legacy Wealth Management's Social Media

    Legacy Wealth Management linkedin Legacy Wealth Management facebook
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  • |  NAICS Code: 524210  |

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Person level website identification

Managing Director for Legacy Wealth Management

Joel Palatnik

Managing Director

Person level website visitor identification

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View Employees

Joel Palatnik

Managing Director

Frequently Asked Questions regarding Legacy Wealth Management

  • Where are Legacy Wealth Management's Headquarters?

    Legacy Wealth Management's Headquarters are in 1250 South Pine Island Road Suite 350,Plantation,Florida,United States

  • What is Legacy Wealth Management's phone number?

    Legacy Wealth Management's phone number is +1 954-474-7100

  • What is Legacy Wealth Management's official website?

    Legacy Wealth Management's official website is https://www.lwmfl.com

  • What is Legacy Wealth Management's Revenue?

    Legacy Wealth Management's revenue is $1 - 10M

  • What is Legacy Wealth Management's NAICS code?

    Legacy Wealth Management's NAICS code is 524210

  • How many employees are working in Legacy Wealth Management

    Legacy Wealth Management has 6 employees

  • What is Legacy Wealth Management's Industry?

    Legacy Wealth Management is in the industry of Financial Services

  • Who is Legacy Wealth Management's Managing Director?

    Legacy Wealth Management's Managing Director is Joel Palatnik

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