Legacy Financial Services
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
3300 Pga Blvd Ste 605, West Palm Beach, ...Phone Number
(561) 799-3810Website
www.legacyfsc.comRevenue
<$5 MillionIndustry
About Legacy Financial Services
Legacy Financial Services is an integrated wealth management and tax planning firm that provides comprehensive financial solutions tailored to the needs of individuals, families, pre-retirees, retirees, business owners, and professionals. Their experienced team of advisors focuses on education and personalized attention to help clients navigate their financial journeys and make informed decisions. The firm offers a range of services including wealth management, tax planning, and accounting, ensuring a holistic approach to financial well-being. Legacy Financial is dedicated to supporting clients in achieving their financial goals and living the lifestyle they desire both now and in retirement.Explore more
SIC Code 62,628NAICS Code 52,523Show moreLegacy Financial Services Org Chart
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Legacy Financial Services is an integrated wealth management and tax planning firm that provides comprehensive financial solutions tailored to the needs of individuals, families, pre-retirees, retirees, business owners, and professionals. Their experienced team of advisors focuses on education and personalized attention to help clients navigate the... Read More