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Investing, planning and wealth management are more complex than ever before.
It’s essential to have a skilled financial planner on your side to help navigate today’s complex financial environment. At Legacy Financial Planning, our financial consultants and investment strategists continually strive to take the confusion out of helping you manage your money.Contact Us
For those seeking advice they can trust from the onset, to the most seasoned investor looking to take their financial success to new tiers, Legacy offers a full spectrum of financial and wealth management services to help you make the most of your success. Learn more about each, below…
At Legacy Financial Planning, our ultimate goal is to develop strategies designed to protect and grow your wealth through the use of a comprehensive and personalized approach. Discover our full offering of retirement and financial planning.
From lending and loans to estate planning and trust management, Legacy Financial Planning, in conjunction with Raymond James, brings experience, compassion and insight to help protect your wealth.
At Legacy Financial Planning, we believe strongly in keeping our clients in the know when it comes to investment and money management. Sign up for our financial newsletter or view a video on one of the many topics that might be relevant to your planning process.
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Financial Planning Based on the Vision of Those We Serve
As a trusted Raymond-James financial services provider, Legacy Financial Planning is proud to offer leading-edge investment and wealth management services in Oswego and Rochester NY, as well as clients in the Naples and Tampa, FL area. For more information on our firm or full array of financial services, or to schedule a time to meet with one of our advisors, get in touch with the Legacy Financial Planning office in your area.