Overview

Legacy Wealth Advisors of NY

Information by Research TrustFinance

https://www.legacywany.com/

Legacy Wealth Advisors of NY, LLC is a registered investment adviser (RIA) that operates as a fiduciary, committed to providing unbiased financial advice tailored to individual client needs. As a fee-only firm, their compensation comes directly from clients, not from commissions on financial products, which helps to align their interests with those of their clients. The firm specializes in creating personalized financial plans that encompass retirement planning, investment management, estate planning, and risk management to help clients achieve their long-term financial goals.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service