FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

About Us

Legacy Wealth Advisors of NY is a full-service financial firm based in Syracuse, NY. We are committed to helping our clients reach their financial goals, whatever they may be. Legacy Wealth Advisors of NY works as a team to help develop plans and strategies regarding business transition, retirement, risk mitigation, wealth management, and efficient estate transfer. Leveraging our experience enables us to fulfill our promise to take on clients for life.