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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.
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The Forbes ranking of America's Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.
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, 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.