Legacy Wealth Management Advisors

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7700 Congress Ave Ste 1136
Boca Raton, FL 33487
+1 (401) 792-2226
https://www.legacy-wealth.com

Legacy Wealth Management Advisors in Boca Raton, FL, offers comprehensive wealth management services tailored for retirees and pre-retirees, focusing on individual goals and aspirations for retirement. Their team of financial professionals emphasizes proactive service, ensuring clients receive seamless support without the need to coordinate multiple advisors.

With expertise in portfolio management, retirement planning, tax planning, and estate planning, Legacy Wealth Advisors aims to provide peace of mind by helping clients navigate the complexities of their financial lives. Collaborating with a partnered law firm, they ensure that financial and estate plans align efficiently and effectively.

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