Legacy Planning PartnersAdd to Favorites
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Providing Financial Strategies for Successful People Securities offered through Linsco/Private Ledger, Member: NASD/SIPC
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 518-615-5836
- Address:
- 510 Glen St. Glens Falls, NY 12801
- Email:
- Link:
- Categories
- Financial Planning Consultants, Estate Planning Attorneys, Financial Planners, Financial Services, Investment Management, Investments, Mutual Funds
- Services / Products
- Estate Planning, Chartered Life Underwriters, Elder Care Planning, Equity Investments, Iras, Financial Management, Investment Planning, Consulting, IRA Rollovers, Ira's, Financial Services, Personal and Business, Investment Advisors, Retirement Planning, Trusts, Tax Planning, Investment Management, Financial Consultants, Stock Investments, Insurance Planning, Estate Management, Legacy Planning Partners, Business Consultation, Business Continuation, 529 College Savings Plans, Business Planning, Investment Research, Inheritance Planning, Family Financial Planning, Asset Management, Charitable Trusts, SEP Individual Retirement Accounts, Annuities, Investments, Money Market Accounts, Bonds, Mutual Funds, Government Bonds, Securites, Individual Retirement Accounts, Load Funds, Index Funds
- Payment Options
- Accreditation
Certified Financial Planners
General Info
We have 30 years of experience and the expertise to guide you through the financial management process, to manage your investments, to work toward your significant goals. As a client of Legacy, you team with an advisor who listens to you, educates you and works with you to continue towards your financial success.