Legacy Planning Partners

More Info

Providing Financial Strategies for Successful People Securities offered through Linsco/Private Ledger, Member: NASD/SIPC

General Info

We have 30 years of experience and the expertise to guide you through the financial management process, to manage your investments, to work toward your significant goals. As a client of Legacy, you team with an advisor who listens to you, educates you and works with you to continue towards your financial success.

Email

Email Business

Services/Products

Personal and Business, Retirement Planning, Insurance Planning, Tax Planning, Business Consultation, Investment Management, Estate Management, Business Continuation, Investment Research, 529 College Savings Plans, Business Planning, Estate Planning, Iras, Chartered Life Underwriters, Elder Care Planning, Ira's, Financial Management, Legacy Planning Partners, Inheritance Planning, Financial Services, Investment Planning, Equity Investments, IRA Rollovers, Trusts, Financial Consultants, Charitable Trusts, Family Financial Planning, Stock Investments, Consulting, Asset Management, Investment Advisors, Load Funds, Mutual Funds, Investments, SEP Individual Retirement Accounts, Bonds, Individual Retirement Accounts, Securites, Money Market Accounts, Annuities, Government Bonds, Index Funds.

Payment method

check, amex, cash, discover, master card, visa

Accreditation

Certified Financial Planners

Other Link

http://www.legacyplanningpartners.com

Social Links

Categories

Estate Planning Attorneys, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds

Reviews

Details

Phone: (518) 615-5836

Address: 510 Glen St., Glens Falls, NY 12801

Website: http://www.legacyplanningpartners.com