Legacy Planning Partners

More Info

Providing Financial Strategies for Successful People Securities offered through Linsco/Private Ledger, Member: NASD/SIPC

General Info

We have 30 years of experience and the expertise to guide you through the financial management process, to manage your investments, to work toward your significant goals. As a client of Legacy, you team with an advisor who listens to you, educates you and works with you to continue towards your financial success.

Email

Email Business

Services/Products

Estate Planning, Chartered Life Underwriters, Elder Care Planning, Equity Investments, Iras, Financial Management, Investment Planning, Consulting, IRA Rollovers, Ira's, Financial Services, Personal and Business, Investment Advisors, Retirement Planning, Trusts, Tax Planning, Investment Management, Financial Consultants, Stock Investments, Insurance Planning, Estate Management, Legacy Planning Partners, Business Consultation, Business Continuation, 529 College Savings Plans, Business Planning, Investment Research, Inheritance Planning, Family Financial Planning, Asset Management, Charitable Trusts, SEP Individual Retirement Accounts, Annuities, Investments, Money Market Accounts, Bonds, Mutual Funds, Government Bonds, Securites, Individual Retirement Accounts, Load Funds, Index Funds.

Payment method

check, amex, cash, discover, master card, visa

Accreditation

Certified Financial Planners

Other Link

http://www.legacyplanningpartners.com

Social Links

Categories

Retirement Planning Services, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds

Reviews

Details

Phone: (518) 798-6688

Address: 510 Glen St., Glens Falls, NY 12801

Website: http://www.legacyplanningpartners.com