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Legacy Partners Wealth Management (LPWM) is a team of committed advocates that focuses on helping to empower our clients to achieve their desired futures. With a collective experience exceeding 50 years, our seasoned advisors bring a wealth of knowledge and expertise to the table. From retirement planning to wealth management, we provide personalized solutions designed to help you achieve your financial goals. Here at Legacy Partners, transparency, integrity and a commitment to putting our clients first are the cornerstone of what we do. We pride ourselves on building long-lasting relationships, treating each individual as a valued member of our extended family. This is because our dedication extends beyond financial considerations; it encompasses building trust, fulfilling aspirations, and establishing legacies that will endure for generations.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 100 Sterling Pkwy,
- Industry
- Financial Services
- Website
- http://www.legacypartnerswm.com
- Keywords
- Financial Planning, Wealth Management, Retirement Planning, Personal Finance Solutions, Risk Management, Estate Planning Strategies, Education Funding Strategies, Tax Planning Strategies, Charitable Giving.
- HQ
- Mechanicsburg, Pennsylvania
Legacy Partners Wealth Management Questions
Legacy Partners Wealth Management's website is http://www.legacypartnerswm.com
Legacy Partners Wealth Management's LinkedIn profile is https://www.linkedin.com/company/legacypartnerswm
Legacy Partners Wealth Management has
6 employees.
View email and phone details for 6
employees at Legacy Partners Wealth Management.
Legacy Partners Wealth Management's industry is
Financial Services
Legacy Partners Wealth Management's top competitors are
Delta Capital Partners Management,
Mangrove Management Partners,
Ufinancial Group,
Hs Management Partners, Llc,
Eko Asset Management Partners,
Kingussie Ventures,
Telegraph Hill Partners Ii Investment Management Llc,
Delta Sigma Pi - Alpha Gamma,
Beder,
Ace Management Partners Llc.
Legacy Partners Wealth Management's categories are Financial Services
Legacy Partners Wealth Management's founding year is 2024
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Top Legacy Partners Wealth Management Employees
-
Michael Feliciano
Studying At Puritan Reformed…
Mechanicsburg, Pennsylvania, United States, United States -
Drew Yerger, CFBS, AIF®
Managing Partner & Financial Advisor At…
Mechanicsburg, Pennsylvania, United States, United States -
Tony Feliciano
Managing Partner, Legacy Partners…
Mechanicsburg, Pennsylvania, United States, United States4finsvcs.com, yahoo.com, att.net, financialguide.com4 +171731XXXXX
-
Keith Russell, CFP®, BFA™, CPFA™
Financial Planner
State College, Pennsylvania, United States, United States
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