Legacy Advisors

EST. AUM
$5,168,722,434

CONTACTS
12

CLIENT ACCOUNTS
2,297

Firm Details

Metro area Philadelphia
CRD Number 139830
Website legacyadvice.com
Client types

Overview

At Legacy Advisors, there is a strong emphasis on fostering trusting relationships, understanding clients' needs through thoughtful questioning, clarifying goals, and crafting tailored plans that align with clients' priorities. Each team member at Legacy Advisors possesses expertise and qualifications to assist clients in navigating complex matters. The firm is dedicated to executing every aspect of a plan meticulously and takes pride in its methodical approach, which is essential for devising and executing customized strategies. The primary focus remains on consistently making the right decisions to help clients achieve their goals. The commitment to continuous professional growth underscores Legacy Advisors' dedication to maintaining a high standard of proficiency. This dedication is evident in the team's technical proficiency and genuine care for clients and their families, reflecting a personal investment in their well-being.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Legacy Advisors

Platform Details

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