Legacy Financial Advisors

Description

Our clients expect excellent service, so we have two associates serving each client at six convenient locations throughout Eastern Massachusetts. Legacy Financial Advisors, Inc. also has insurance professionals who are knowledgeable about the variety of insurance products available to help clients solve problems. Many of our clients engage our firm for tax preparation and retirement income planning assistance.

Legacy Financial Advisors, Inc. was founded in 1974 to serve the needs of our clients and exceed their expectations. Our clients expect stability and Legacy Financial Advisors, Inc. has been working for over 35 years to ensure that our customers receive superior service from a local company, addressing the real issues of our financial advisory clients. Our clients are business owners, professionals, families and retirees. They are individuals and married couples. They are leaders of companies, associations and unions that want the best possible service for their employees and members.

Legacy Financial Advisors Inc. clients expect independent financial advice, and because we are an independent firm, we are able to provide advice that is best suited to our clients needs from a variety of financially solid companies rather than one company. Our business model is based on three sound principles: Our clients expect independent and sound financial advice. Our clients expect a stable firm and superior service. Most of all, our clients expect to talk and meet with their financial advisors as soon as possible therefore we have two advisors assigned to each client.

Products & services

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