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Legacy Wealth Advisor LLC

EST. AUM
$0

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Richmond
CRD Number 334697
Website n
Client types

Overview

Legacy Wealth Management Group, Inc. is an SEC-registered investment adviser based in Lynchburg, Virginia, that emphasizes face-to-face client service and a traditional, relationship-driven approach. The firm states it was founded to help families with their financial needs and to make genuine client service the core of every relationship. It highlights a 15-acre campus with a 14,000-square-foot facility used to host seminars, educational forums, special events, and holiday gatherings for clients and their families. Its mission is to maintain the highest standards of integrity and professionalism, to understand each client’s financial situation, and to provide high-quality information, services, and products to help clients pursue their goals.

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Alternative Activity

Address

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

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