Legacy Wealth Advisors guides family stewards to help preserve and manage their legacy to be a blessing to their families and communities for generations. We use a personalized and holistic approach to financial planning, emphasizing tax minimization and philanthropy. With our clients, we then build a thoughtful, customized, and adaptable plan.
We are a diverse team with decades of experience assisting clients. While offering the breadth of resources and capabilities of a large corporation, we provide the tailored service of a small branch.
Legacy is more than money, and at Legacy Wealth Advisors we advocate for our client’s long-term success through careful management and ongoing guidance.
Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Legacy Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 4200 Cantera Dr, Warrenville,illinois 60555,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Warrenville.
- HQ
- Warrenville, Illinois
Legacy Wealth Advisors, Il Questions
Legacy Wealth Advisors, Il's website is https://www.raymondjames.com/legacywealthadvisorsil
Legacy Wealth Advisors, Il's LinkedIn profile is https://www.linkedin.com/company/legacy-wealth-advisors-il
Legacy Wealth Advisors, Il has
11 employees.
View email and phone details for 11
employees at Legacy Wealth Advisors, Il.
Legacy Wealth Advisors, Il's industry is
Financial Services
Legacy Wealth Advisors, Il's top competitors are
Box Financial Advisors,
Legacy Wealth Advisors, Llc,
T2 Capital Management,
Freedom Day Solutions,
Value Creation Engines,
Sanders Commercial Real Estate,
Steward Wealth Strategies,
Anthem Advisors, Llc,
The Legacy Wealth Group Llc,
Downtown Bicycles.
Legacy Wealth Advisors, Il's categories are Financial Services
Legacy Wealth Advisors, Il's founding year is 2009
