Legacy Solutions specializes in comprehensive financial planning for young professionals, pre-retirees, and retirees.
Business name: Legacy Solutions, Inc.
Business phone: 610-444-9920
Focus areas: Comprehensive financial planning, Investment management, Long term care, Retirement planning, Insurance
License: FINRA #5716356 / CRD #5716356
Other license: Insurance #725106
Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities are offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC www.lincolninvestment.com . Legacy Solutions, Inc. and the above firms are independent and non-affiliated.