Legacy Wealth Partners, Inc.

Description

• Legacy Wealth Partners is an exclusive group of financial services professionals who joined together to target the unique needs of affluent families who are preparing for or are already in retirement. Through our office in Woodland Hills, California, our advisors have been serving established families in the local area and around the country for years.We use a holistic wealth planning approach to address all of our clients' financial needs, including: tax planning and preparation, investment management, retirement planning, protection planning, and estate planning. Our mission is to empower our clients to gain greater control over their financial lives, reduce stress, and increase financial confidence. This communication is strictly intended for individuals residing in the states of CA,FL,MT,NC,NJ,NV,OH,OR,SD,TX,WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Securities offered through Triad Advisors Member FINRA/SIPC; Advisory Services offered through Legacy Wealth Partners, Inc. Legacy Wealth Partners, Inc. is not affiliated with Triad Advisors.
• 

  Headquarters:21031 Ventura Boulevard Suite 103, Woodland Hills, California, United States

  More
• 

  Phone Number: +1 818-995-7733

• 

  Website: https://www.legacywp.com

• 

  Employees:6

• 

  Revenue:$1 - 10M

• 

  Legal Name:Legacy Wealth Partners, Inc.

• Legacy Wealth Partners, Inc.'s Social Media

  
• Is this data correct?

• |  NAICS Code: 523930  |

  Show More