We are committed to helping our clients in their desire to achieve financial wellness by serving them with the highest level of integrity, helping them ensure that their lifetime, philanthropic, business, estate and investment affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family and commitment to their community. Each of our associates is a skilled professional with the experience and education to help our clients sort through a variety of difficult issues. Our clients have unique and sophisticated planning needs and we deliver comprehensive planning across a broad range of complicated issues. Our forty years of experience working with multi-generational families and their businesses coupled with our resident subject matter experts enables us to take the complex and translate it into a simple plan of action to help you achieve your goals and objectives. By combining the skills and insights of our planning experts with our investment experts, we are empowered to bring a unique approach to designing tax efficient investment solutions across multiple complex structures.
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Where is Legacy Advisors located?
The company Legacy Advisors is located in Whitemarsh Township, Pennsylvania, United States. It's worth noting that the company may has more corporate locations
How many employees does Legacy Advisors approximately have?
As of the latest available information Legacy Advisors has around 11-50 employees worldwide.
When was Legacy Advisors founded?
Legacy Advisors was founded in 2002
In which industries does Legacy Advisors mainly work?
The company Legacy Advisors has it's main focus in the industries of Finance and Insurance
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