Our Process

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 decades of collective financial services experience enables us to fulfill our promise to take on clients for life.

We help families focus on goals and objectives, and work to develop strategies to help achieve them.  We help our business clients remain competitive by providing comprehensive guidance.  We serve as a valuable and knowledgeable resource for our clients by analyzing current plans and offering competitive products, services, and advice. Whether starting a family, building a business, or planning for retirement, we work to help you reach your personal and business goals, throughout every stage of life.

Note: Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.