what if your dash ended today? would you be ready? onelegacy advisors™ can help you prepare. our goal is to revolutionize estate liquidity planning for a new generation—one that isn’t afraid to talk, with gusto, about the life they have lived and prepare for the future with a sense of purpose.
securities offered through m holdings securities, inc., a registered broker/dealer member finra/sipc.check the background of this firm and/or investment professional on finra's brokercheck.investment advisory services offered through legacy advisors, llc, which is independently owned and operated.
"the management team has their hands tied due to expectations and goals set by upper management in the executive office " (in 10 reviews) " several employees took themselves off as a registered donor because of the practices at onelegacy " (in 10 reviews)
legacy wealth advisors was founded to provide comprehensive wealth management for a select group of individuals who are at a critical point in their financial lives: the distribution phase. after years of hard work, diligent savings, and a focus on accumulating your retirement savings you need a specialist to help you draft your retirement
we are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their lifetime, philanthropic, business, estate and investment affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family and commitment to their community.
upcoming events financial career school . legacy financial advisors, inc. is hosting a financial career school on wednesday august 14th, 2019. two sessions will be held from 9-12 and 1-4 in our westborough, ma office.
we know that goals are personal and unique and are committed to helping you discover and prioritize what is most important to you. investing is a lifelong process and we are here to help you through all stages of the cycle.