At Silverman LeGate and Associates, relationships come first. Business is personal. Our mission is to earn your trust and friendship while delivering our comprehensive financial services with the highest level of integrity and competence. We treat each client as we would a family member, striving to help you make wise decisions with your money, pursue financial success, and seek personal significance.
We find out what you value most and diligently pursue these goals. This type of service can only be accomplished by establishing close relationships. As an independent advisor, we have the freedom to offer products and services that fit individual needs. We limit the number of people with whom we work to ensure we can provide you and your family with the time and attention you deserve.
We also assume the role of “head coach” as we navigate areas of concern throughout the planning process. We are committed to taking care of you and will carefully work through the rough spots by drawing on our 50 plus years of combined experience. Our main focus is on you, the client, and we look forward to sharing our passion and dedication with you.
For a list of states in which we are registered to do business, please visit https://www.ameripriseadvisors.com/team/silverman-legate-and-associates .
Member SIPC www.sipc.org
Third party posts found on this page do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 5300 Town & Country Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Acquisitions & Management of Wealth, Insurance Protection, Wealth Management & Enhancement, Financial Counseling and Planning for Extended Family Members, Goal Setting in Both life and Financial Planning, Executive Benefits.
- HQ
- Frisco, Texas
- Competitors
Silverman Legate And Associates, Llc Questions
Silverman Legate And Associates, Llc's website is https://www.ameripriseadvisors.com/team/silverman-legate-and-associates
Silverman Legate And Associates, Llc's LinkedIn profile is https://www.linkedin.com/company/silverman-legate-and-associates
Silverman Legate And Associates, Llc has
2 employees.
View email and phone details for 2
employees at Silverman Legate And Associates, Llc.
Silverman Legate And Associates, Llc's industry is
Financial Services
Silverman Legate And Associates, Llc's categories are Financial Services
Silverman Legate And Associates, Llc's founding year is 2013
