Legacy Wealth Planner, LLC
Plano, United States (US) · Finance and Banking
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Legacy Wealth Planner, LLC is a Finance and Banking company based in Plano, United States (US), with 10-20 employees. Legacy Wealth Planner, LLC's profile is verified on Enterprise League.
Overview
Legacy Wealth Planner, LLC is a Plano, Texas-based financial planning firm specializing in creating customized financial plans for both individuals and businesses.
We help our clients achieve their short-term and long-term financial goals through comprehensive planning strategies. Our services encompass retirement planning, investment management, estate planning, and tax optimization – all designed to provide peace of mind and secure financial futures.
Legacy Wealth Planner focuses on building lasting relationships with our clients, offering personalized attention and expert guidance. We work closely with each client to understand their unique circumstances and develop tailored solutions. We are a registered investment advisor (RIA) and work with Saxony Securities, Inc. to provide a full suite of financial services.
Our commitment to client success is at the heart of everything we do, and we strive to be a trusted partner in navigating the complexities of wealth management.
We help our clients achieve their short-term and long-term financial goals through comprehensive planning strategies. Our services encompass retirement planning, investment management, estate planning, and tax optimization – all designed to provide peace of mind and secure financial futures.
Legacy Wealth Planner focuses on building lasting relationships with our clients, offering personalized attention and expert guidance. We work closely with each client to understand their unique circumstances and develop tailored solutions. We are a registered investment advisor (RIA) and work with Saxony Securities, Inc. to provide a full suite of financial services.
Our commitment to client success is at the heart of everything we do, and we strive to be a trusted partner in navigating the complexities of wealth management.
Contact Details
help@legacywealthplanner.com
Plano, United States (US), 4512 Legacy Drive # 100
Company Type
Private Limited Company
Employees
10-20
Categories
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