Legacy Private Client Services
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
1315 S Glenburnie Rd Ste D18, New Bern, ...Phone Number
(252) 514-2568Website
www.legacypcs.netRevenue
<$5 MillionIndustry
About Legacy Private Client Services
Legacy Private Client Services, LLC specializes in providing holistic financial planning and advisory services to high-net-worth individuals and families. The firm aims to help clients optimize their wealth potential and leave a meaningful legacy through comprehensive strategies that address their unique financial needs. With over thirty years of experience, they focus on simplifying complex financial situations and empowering clients to achieve extraordinary outcomes. Their target clients include affluent families and successful business owners who seek to steward their resources wisely and make a positive impact in their communities.Explore more
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Legacy Private Client Services, LLC specializes in providing holistic financial planning and advisory services to high-net-worth individuals and families. The firm aims to help clients optimize their wealth potential and leave a meaningful legacy through comprehensive strategies that address their unique financial needs. With over thirty years of e... Read More
