Legacy Financial Partners

Belfint Lyons & Shuman, CPAs, is a certified public accounting firm based in West Chester, Pennsylvania, dedicated to serving a diverse range of clients including businesses, government agencies, and nonprofit organizations across Delaware and Pennsylvania. The firm specializes in various services such as business and individual tax, audit and assurance, estate and trust services, and employee benefit plan audits. With a commitment to excellence, Belfint Lyons & Shuman prides itself on partnering with clients to deliver high-quality services tailored to their specific needs. The firm has been recognized as a Top Workplace for multiple consecutive years, reflecting its strong firm culture and dedication to employee development. Generated from the website

Legacy Planning Partners, based in West Chester, PA, offers a comprehensive suite of financial services including family office services, business owner advisory, employer retirement plan consulting, and financial planning. Their team of dedicated professionals is committed to collaborating with clients to achieve financial success while emphasizing personal relationships and outreach. Recognized for excellence in wealth management, Legacy Planning Partners has earned accolades such as the 2025 Forbes Best-In-State Wealth Management Teams and the 2023-2024 Philadelphia Business Journal's Book of Lists for Money Managers. The firm is committed to creating a culture of benefits for all, ensuring that clients can focus on what matters most while navigating their financial journeys. Generated from the website

Timothy A. Nanni CPA P.C. is a certified public accounting firm based in West Chester, Pennsylvania, with over 49 years of experience in providing professional accounting and business advisory services. The firm's expertise spans tax planning, financial statement preparation, growth strategies, and forensic evaluation, making them a vital partner for businesses, particularly in the construction industry. The team's commitment to staying updated on tax law changes and dedication to continuing education ensures that their clients receive knowledgeable and accurate service. Their focus on customer service and industry insights has earned them a reputation for delivering high-quality financial guidance that supports informed decision-making. Generated from the website