Legacy Advisors
Legacy Advisors, located in Plymouth Meeting, PA, offers a comprehensive range of financial services including lifetime planning, investment planning, estate planning, and retirement plan services. The firm is independently owned and operated and is a member of M Financial Group, focusing on tailored strategies to meet the diverse needs of their clients.
In addition to their core services, Legacy Advisors emphasizes philanthropic planning and continuity planning, reflecting their commitment to giving back to the community. They prioritize building lasting relationships with clients and aiding in the stewardship of their financial legacies.
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