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WELCOME TO LEGACY WEALTH & FINANCIAL MANAGEMENT

Helping You Sustain Your Legacy

Our company specializes in longevity. Legacy Wealth clients have achieved their short-term and long-term goals through measured and perpetual discipline. Let us help turn your present portfolio into a lucrative future.

Whether you are a veteran of success or are just starting to manage your portfolio, Legacy Wealth can help you achieve your goals and surpass them in time.

Uncertainty leaves room for opportunity. At Legacy Wealth, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today. 

Protecting your Legacy

To provide long term security for your family, you must have a blueprint for success. Legacy Wealth can get you there.

Legacy Wealth offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family’s future, Legacy Wealth is Stamford’s preeminent investment advisor.

Contact us today for a free consultation.

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INSURANCE SERVICES

Disability Income Insurance

Life Insurance

Long Term Care Insurance

Individual Health Insurance

Group Health Insurance

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INVESTMENTS

Bonds

Check Writing

Common Stock

Debit Card

Educational IRA

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FINANCIAL PLANNING

Retirement Plans

Tax Plans

401k Planning

403b Planning

College Plans

 

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