Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
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. That is why, 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.
As we look at our business, as well as the individuals and businesses we partner with, we find we share a common thread that can be summed up by the following:
“At the end of life, what really matters is not what we bought but what we built; not what we have but what we shared; not our competence but our character; and not our success, but our significance. Live a life that matters.”
We look forward to helping you Guide, Plan, Protect and Grow.
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