Now available: Retirement Management System *

*Retirement Management Systems (RMS) is a Registered Investment Advisor that will provide the active management services on your 401(k) account.  Legacy Financial Advisors does not engage in 401(k) account management but may provide the financial planning services as investment advisor representatives of SII Investments, Inc. (SII).  Investors need to be aware that no investment plan or asset allocation strategy can eliminate the risk of fluctuating prices and uncertain returns.

 

 

HP employees receiving Phased Retirement Plan offer, contact us for indepth calculations or options

 

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Face to Face Financial Advice

 Home of the 2011 Five Star Wealth Manager Paul J. Mauro, CLU, ChFC.  Legacy Financial Advisors, Inc. is an independent financial services company serving a diverse client base since 1974. Who do we represent? Our clients are successful individuals, business owners and families. They are professionals, tradesmen and government employees. They are retirees and those that are charting their retirement. We have 6 convenient locations throughout Massachusetts to meet and confer with our clients.

Legacy Financial Advisors Inc. clients expect independent financial advice, and because we are an independent firm, we are able to provide advice that is best suited to our clients needs from a variety of financially solid companies rather than one company. Our business model is based on three sound principles: Our clients expect independent and sound financial advice. Our clients expect a stable firm and superior service. Most of all, our clients expect to talk and meet with their financial advisors as soon as possible therefore we have two advisors assigned to each client.

We encourage you to explore our site and learn more about the services we provide. For further information, call us at 1-800-427-9781. We look forward to hearing from you. 

Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Boston area to gather weath manager nominations.  Awards candidates were then evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, and favorable regulatory and complaint history.  17,200 wealth managers in the Boston aread were considered for the award.  Wealth Managers do no pay a fee to be considered or placed on the finallist of 20111 Five Star Wealth Managers.  The Five Star award is not indicative of the wealth manager's future performance.  For more information go to fivestarprofessional.com