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Legacy Edge Advisors

EST. AUM
$1,228,771,954

CONTACTS
6

CLIENT ACCOUNTS
532

Firm Details

Metro area New York City
CRD Number 328064
Website legacyedgeadvisors.com
Client types

Overview

At Legacy Edge Advisors, their priority is to grow wealth, develop tax-efficient income strategies, and maximize the legacies for their clients and their families. They will do this by developing, implementing, and monitoring comprehensive financial plans that will support client objectives and reflect the values and priorities that are most important to them. Their experienced advisors will serve as a trusted resource, helping navigate through any financial decisions that may arise.

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Address

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

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