Amy Legate, Cfp work email
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Amy Legate, Cfp personal email
Amy Legate, Cfp phone numbers
Committed to taking care of clients and their families with integrity, knowledge and experience. For more than 15 years, I've helped people in various stages of life manage their finances and work toward the achievement of their long-term goals.I strive to provide a comprehensive and highly personalized experience to my clients,focusing on managing accounts which mirror the relationship-driven value system.My goal is to create innovative financial plans that help individuals and couples work toward creating their personal legacy.I thoroughly enjoy the deep long-term relationships I build with clients. I find working with potentially vulnerable groups of people to be particularly rewarding,such as widows/widowers and divorcees.I work to prevent them from being preyed upon by unethical professionals and sometimes strangers.I am passionate about family, community service, marathons, and dogs.Contact Amy to discuss:•Cash Flow Management Strategies•Intergenerational Planning•Retirement Planning Strategies214-469-0060 or A.Legate@Sladvisoryteam.ComSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.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.The financial professionals associated with LPL Financial 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.
Silverman Legate Advisory Team
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Company OwnerSilverman Legate Advisory Team Aug 2013 - PresentFrisco, Texas, United States
Amy Legate, Cfp Skills
Amy Legate, Cfp Education Details
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University Of North TexasFinancial Services
Frequently Asked Questions about Amy Legate, Cfp
What company does Amy Legate, Cfp work for?
Amy Legate, Cfp works for Silverman Legate Advisory Team
What is Amy Legate, Cfp's role at the current company?
Amy Legate, Cfp's current role is Owner and Advisor at Silverman LeGate Advisory Team.
What is Amy Legate, Cfp's email address?
Amy Legate, Cfp's email address is am****@****ife.com
What is Amy Legate, Cfp's direct phone number?
Amy Legate, Cfp's direct phone number is +197283*****
What schools did Amy Legate, Cfp attend?
Amy Legate, Cfp attended University Of North Texas.
What are some of Amy Legate, Cfp's interests?
Amy Legate, Cfp has interest in Animal Welfare, Children, Education, Health.
What skills is Amy Legate, Cfp known for?
Amy Legate, Cfp has skills like Risk Management, Protection Planning, Financial Analysis, Finance, Corporate Finance, Wealth Management, Asset Management, Financial Reporting, Financial Services, Financial Risk, Retirement Planning, Retirement Plan Consulting.
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