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

Our Strategic Alliances

Legacy Wealth Advisors of NY works closely with many professional organizations in the community to provide our clients with the resources and help they need in all financial areas.

Strategic Alliances are not exclusive relationships. You are free to choose your own professional for these needs.

Attorneys

 

  

Accountants

 

Third Party Administrators

Mortgage Brokers

Auto, Home & Business Insurance

   

Coaching/Consulting

Ag Lending


Strategic Alliance firms are not affiliated with Legacy Wealth Advisors of NY or JW Cole. and are solely responsible for their own products and services provided.