LEGACY FINANCIAL ADVISORS

At Legacy Financial Advisors, we offer professional, independent and, most of all, personalized service to our clients. We are a small team of experienced professionals who know our clients by name and work hard to ensure your financial needs are assessed and resolved. We are available to help define your financial goals and design a plan to meet your particular needs, tolerance for risk and time frame. Understanding your unique needs and goals we offer a variety of services to make you aware of the choices you have and the decisions to be made at each stage of your life. We feel like a family here, and we hope that you will feel the same when we meet!... Good financial advice requires care and trust. Financial advice is best when it comes from a deep knowledge of the investor's goals and objectives and an understanding of the lives impacted by the decisions. Our team seeks to embody our firm values: CARE, INTEGRITY, AUTHENTICITY, TRANSPARENCY and EDUCATION.

Primary location: Longwood United States