Company Overview
- Headquarters
- 17 Accord Park Drive Suite 200, Norwell MA
- Website
- legacyadvisors.com
- Phone
- (703) 748-5800
- Employees
- 4
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Legacy Advisors LLC
Legacy Advisors LLC is a fee-based Registered Investment Advisor based in Norwell, Massachusetts. The company employs four individuals and generates an annual revenue of $2.5 million. Legacy Advisors Wealth Management specializes in providing comprehensive wealth management and preservation services. They cater to retirees and investors seeking guidance on managing their finances. Their core offerings encompass various financial aspects, including estate planning, taxation, insurance, investment management, risk management, education planning, and retirement planning. Legacy Advisors distinguishes itself through its "team approach" and holistic philosophy. They believe in collaborating with clients to understand their unique life goals, priorities, and financial situations. This personalized approach allows them to develop tailored strategies that align with individual needs. When necessary, they leverage the expertise of qualified third-party affiliates to provide comprehensive solutions. Legacy Advisors LLC operates at legacyadvisors.com.
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| 3M | 1 | Scottsdale, AZ | 2012 | |
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| 3M |