Who Are We
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.
With You in Mind
We find that our business, along with the individuals & businesses we partner with, share a common belief 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.”
- author unknown
We look forward to helping you Guide, Plan, Protect and Grow.