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Legacy Wealth Advisors of NY is a firm consisting of individuals with a strong focus on the planning process and a belief that a team approach provides the greatest value to you, our clients. Combining our knowledge and expertise, we work as a team to develop plans and strategies regarding business transition, retirement, risk mitigation, wealth management, and efficient estate transfer. We have the experience needed to fulfill our promise to take on clients for life -- and to devise well-crafted, contemporary plans to meet or exceed your expectations.
We help our business clients remain competitive by providing comprehensive counsel in the areas of risk and wealth management, while accommodating the personal financial needs of the employees and families that drive their success. Our team serves as a valued and trusted resource for our clients by analyzing current plans, as well as offering group benefits in the areas of health insurance, retirement, and other insurance products, such as life, long-term care, and disability income protection. From starting a family, to building a business, to planning for retirement, we work to help you reach your personal and business goals throughout every stage of life.