CAPITAL LEGACY

The Capital Legacy, LLC is a full-service, independent financial firm committed to helping people toward achieving their financial goals. Susan Allen and Chris Tamagno offer a wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them... Financial success can bring incredible opportunity, but complexity often accompanies wealth, as well. For the individuals and familes we support, balancing ambitious objectives and complicated finances is often a key priority. With Capital Legacy, LLC, you can find the answers and guidance you need - with ongoing support that frees you to spend time enjoying your life... Susan Allen CFP® an Independent LPL Financial Advisor located in Newtown, PA 18940 providing financial planning and advise for over 30 years.

Also known as: Capital Legacy, LLC, The Capital Legacy, LLC

Primary location: Newtown United States