The Legacy Group
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
6800 Jericho Tpke Ste 202, Syosset, New ...Phone Number
(516) 682-3383Website
www.legacygroupny.comRevenue
$10.1 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About The Legacy Group
The Legacy Group is a fee-based fiduciary financial advisory firm located in Woodbury and Hauppauge, NY, specializing in comprehensive financial planning services. They offer a range of services including investment management, retirement planning, estate planning, business planning, risk management, and special needs planning. Their approach is holistic and personalized, focusing on collaboration with clients to create tailored financial strategies that align with their goals and life stages. The firm serves individuals and families in the Long Island and NYC Metro area, helping them build and preserve wealth across generations.Explore more
The Legacy Group Org Chart
JS
Financial Associate
MW
Partner, Financial Planner
MB
Financial Services Representative
JV
Personal Estate & Business Advisor
RS
Financial Planner
JS
Financial Planner & Estate Advisor
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The Legacy Group is a fee-based fiduciary financial advisory firm located in Woodbury and Hauppauge, NY, specializing in comprehensive financial planning services. They offer a range of services including investment management, retirement planning, estate planning, business planning, risk management, and special needs planning. Their approach is ho... Read More
