Legacy Wealth Advisors is a completely client-focused financial company founded on the principals of providing clients with an elite advisory experience, while empowering them to achieve financial independence.
We are focused on providing clients with the knowledge and resources they need to make informed decisions and have a clear path to building their Legacy. We use a customer relationship model which enables us to put our clients first and provide them with experienced financial advice and a personalized strategy to help them achieve their goals.
Our Advisors are expected to maintain the highest level of integrity, while maintaining both an ethical and fiduciary responsibility in assisting you in Enriching Your Today, while Securing your Tomorrow.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 5 Melanie Dr, Brampton,ontario L6t,canada
- Phone
- +1 732-385-1171
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- legacywealthcanada.com
- Keywords
- Financial Planning, Retirement Planning, Estate Planning, Investment Planning, Corporate Insurance and Tax Strategies, Group Insurance, High Net Worth Asset & Estate Strategies.
- HQ
- Brampton, Ontario
- Competitors
- ROI Corporation, Aequalitas Capital Partners, Samsung Canada for Business, Legacy Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC, Countrywide Tax & Trust Corporation Ltd, Legacy Private Wealth And Estate, Falco Group, Legacy Family Office Private Client | Assante Financial Management, CodeHire Global Solutions, BRX Mortgage.
Legacy Wealth Advisors Questions
Legacy Wealth Advisors's helpline number is +1 732-385-1171
Legacy Wealth Advisors's website is legacywealthcanada.com
Legacy Wealth Advisors's LinkedIn profile is https://ca.linkedin.com/company/legacy-wealth-advisors
Legacy Wealth Advisors has
4 employees.
View email and phone details for 4
employees at Legacy Wealth Advisors.
Legacy Wealth Advisors's industry is
Financial Services
Legacy Wealth Advisors's top competitors are
Roi Corporation,
Aequalitas Capital Partners,
Samsung Canada For Business,
Legacy Financial Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc,
Countrywide Tax & Trust Corporation Ltd,
Legacy Private Wealth And Estate,
Falco Group,
Legacy Family Office Private Client | Assante Financial Management,
Codehire Global Solutions,
Brx Mortgage.
Legacy Wealth Advisors's categories are Financial Services
Legacy Wealth Advisors's founding year is 2015
