Legacy Financial Services

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3300 Pga Blvd Ste 605
Palm Beach Gardens, FL 33410
+1 (561) 799-3810
https://www.legacyfsc.com
Legacy Financial Services is a comprehensive financial services firm dedicated to helping improve your financial success. Our mission is to provide tax services and financial consulting to families and businesses helping them to reach both current and future financial goals. We offer a wide range of services, including financial planning, wealth management, retirement planning, insurance & protection, estate & legacy planning, exit & transition strategies, retirement & qualified plans, and executive bonus. We are committed to providing our clients with the highest level of service and education, and we believe that a sound financial plan is the foundation for a secure future.

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Reviews

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4.56 reviews
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Jean S.
4/5/2019

great service. clean and calm environment with great friendly staff. Ask for George!!!

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Laurie W.
10/19/2024

I have used Carl going on 3 years after my NY accountant retired. I found him to be EXTREMELY careful in preparing my taxes. He actually found out my prior accountant filed an amended return &...

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Parker R.
8/24/2017

Jay has been doing my family's taxes for years. His staff is very friendly, thorough, and knowledgeable. I would highly recommend this firm.

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Vegan B.
4/24/2017

This business is extremely unprofessional and unreliable. I met with Jay Fischer for a consultation and he told me he would mull over what we spoke about and give me a call soon. I called the week...

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Daniel R.
10/3/2017

Jay Fisher of Legacy Finacial has been handling my taxes and financial planning needs for 25 years and has never let me down. I highly recommend him and his company. I recently moved out of state...

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United States›Florida›Palm Beach Gardens›Legacy Financial Services

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