For years we envisioned a financial planning practice that would allow us to focus on 3 areas that clients care most about:
1. Personalized Attention: Legacy Edge Advisors is structured to ensure every advisor has a limited number of clients they work with. Instead of prospecting, we focus our attention on diving deeper into the lives of our clients.
2. Easy: Legacy Edge Advisors partners with Charles Schwab to ensure every request is easy and our clients have a dedicated person to see it through to completion. There is no need to call an 800# and cutting-edge technology offers our clients unique tools.
3. Consensus Investment Expertise: Legacy Edge Advisors works with thought leadership at many top Investment Firms. In the current environment of high stock valuations and rising interest rates, we can expand beyond a model approach, using unique ideas to tailor each portfolio.
We serve as fiduciaries working with our clients to help with all their planning needs such as Investment Management, Income Generation and Estate Planning.
Company Details
- Employees
- 18
- Founded
- -
- Address
- 485 Underhill Blvd, Suite 100,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Syosset, New York
Legacy Edge Advisors Questions
Legacy Edge Advisors's website is http://www.legacyedgeadvisors.com
Legacy Edge Advisors's LinkedIn profile is https://www.linkedin.com/company/legacy-edge-advisors
Legacy Edge Advisors has
18 employees.
View email and phone details for 18
employees at Legacy Edge Advisors.
Legacy Edge Advisors's industry is
Financial Services
Legacy Edge Advisors's top competitors are
Baruch Legacy Investment Society,
Savant Wealth Management,
Emeritus Wealth Management,
Newedge Wealth,
Cetera Financial Group,
Merrill Lynch,
Morning Bird Therapy,
Brown Harris Stevens,
Legacy Advisors,
Fluent Research.
Legacy Edge Advisors's categories are Financial Services
Legacy Edge Advisors's founding year is 2021
