We create strategies that are tailored to your needs and goals.

Years of experience have prepared us to guide you through your life transitions.

As mothers and fathers, husbands and wives, sons and daughters, and business owners, with loved ones and employees to protect, we know the significant impact your decisions could have on your business, your employees, and your family.

At Legacy Wealth Advisors of NY, we will support you in all areas of your financial life. Whether you need core wealth management services, insurance, employee benefit plans, estate planning, business transition, or just someone to talk to, our firm is here to guide you.