Legacy Advisors
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
401 Plymouth Rd Ste 150, Plymouth Meetin...Phone Number
(610) 943-3000Website
www.legacyadvice.comRevenue
$7.3 MillionIndustry
ZI Rank: 2
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About Legacy Advisors
Legacy Advisors is committed to helping Legacy Advisors's clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family, and commitment to their community. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me dRead more
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Legacy Advisors Tech Stack
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Legacy Advisors is committed to helping Legacy Advisors's clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family, and commitment to their community.... Read More
