The Legacy Group New York is comprised of Personal Estate and Business Advisors who are dedicated to helping high net worth clients preserve their wealth and high earning individuals accumulate wealth. With over a combined 100 years of experience, The Legacy Group is guided by a 3D Planning approach rooted in a process that ensures decisions are made through a collaboration of financial, legal, and accounting perspectives. This allows for coordination gaps in existing plans to be identified and aids future planning efforts.
Clients like working with the Legacy Group because of one simple mission, to teach people in time to make a difference. A service-first and client-centered philosophy allows our advisors to build long-term meaningful relationships with clients and support them in their life journey, so they can live a life of greater confidence, choice, and financial freedom.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 6800 Jericho Tpke, Suite 202,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://legacygroupny.com/
- Keywords
- Financial Services, Estate Planning, Individual Planning, Asset Management, Risk Management, Business Planning, Financial Planning, Retirement Planning, Trust Planning, Gift Planning, Wealth Management, Annuities, Disability Insurance, Life Insurance, Long Term Care, Buy-Sell Planning, Business Succession, Executive Benefits.
- HQ
- Syosset, New York
The Legacy Group Questions
The Legacy Group's website is https://legacygroupny.com/
The Legacy Group's LinkedIn profile is https://www.linkedin.com/company/the-legacy-group-ny
The Legacy Group has
7 employees.
View email and phone details for 7
employees at The Legacy Group.
The Legacy Group's industry is
Financial Services
The Legacy Group's top competitors are
Principal Financial Network Of Ny Metro,
Mintz & Gold Llp,
Legacy Creators Group,
Center For Wealth Preservation, Llc,
Map360 Collective,
Kehrer Group,
Vonkohn Search Group,
Axiom Markets Llc,
Charles Boudin & Company Llp,
Paragon Wealth Doylestown.
The Legacy Group's categories are Financial Services
The Legacy Group's founding year is 2021
