Legacy Wealth Advisors, Inc. Company Profile, Contacts & Intelligence

Legacy Wealth Advisors, Inc. Overview

Legacy Wealth Advisors based in St. Louis, MO was founded to provide comprehensive wealth management for a select group of individuals who are at a critical point in their financial lives: The Distribution Phase. We believe everyone should have a plan for retirement. Your well-crafted financial plan needs to be built on a solid foundation by maximizing all of your fixed income sources (Pensions and Social Security). We believe before anyone can invest your money you need to understand how to distribute your assets in a way that will help enhance your income and seek to avoid unnecessary taxes. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). The financial professionals associated with Legacy Wealth Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Headquarters

14500 S Outer 40

Website

legacy-wealthadvisors.com

Industry

Financial Services

Founded

2023

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Phone Number

Available in AeroLeads

Company Email

Available in AeroLeads

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