Legacy Retirement Advisor

2125 Center Ave Ste 606
Fort Lee, NJ 07024

Legacy Retirement Advisors Inc., located in Fort Lee, NJ, is an independent boutique financial services firm dedicated to crafting personalized retirement strategies for clients nearing or in retirement. Their services encompass retirement income planning, Social Security optimization, IRA distribution planning, and customized tax-efficient solutions tailored to individual financial needs.

The firm emphasizes the use of insurance products that provide guaranteed lifetime income while being protected from negative market performance, alongside investment strategies designed to increase retirement income and minimize risk. With a commitment to client education, Legacy Retirement Advisors has successfully conducted seminars that have informed thousands on essential retirement planning topics.

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United StatesNew JerseyFort LeeLegacy Retirement Advisor

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