LEGACY & WEALTH FINANCIAL ADVISORS
| Name | LEGACY & WEALTH FINANCIAL ADVISORS |
|---|---|
| Address | 300 Spectrum Center Drive, #400, Irvine, CA 92618 |
| City | Irvine Ca |
| Category | Financial Services |
| Phone | +1-949-529-1655 |
| Email ID | |
| Speciality | Investment Management, 401K, 457, 403B, Rollovers IRA, Review My Investments, Mutual Funds, Personal and Retirement Accounts, Financial Planning, Exchange-Traded Fund, Stock, Bonds, Prepare for Retirement, Life or Health Insurance, Saving for College, Start Investing, Estate Planning & Philanthropy |
| About | Legacy & Wealth Financial Advisors specializes in wealth accumulation, preservation, and wealth transfer. They take a holistic strategy to financial guidance that considers your priorities and specific life circumstances. Their priority is to protect your interests at all times and to demonstrate their commitment to their fiduciary duties of honesty, good faith, and fair dealing. They can help you open and maintain a kind of accounts from personal accounts, retirement accounts. Their competitive fee model is designed to be honest, and straightforward. They help their clients to plan for the unexpected, anticipate change, and adjust their plans over time, as necessary. |
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