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<strong>Legacy Financial Advisors sends warm wishes to all our clients!</strong>

Legacy Financial Advisors sends warm wishes to all our clients!

We want to assure you that we take the health and well-being of our community, clients, and associates very seriously. Like you, we're closely monitoring the quickly developing effects of the Coronavirus (COVID-19) pandemic.

To help prevent the spread of COVID-19, we are continuing to practice social distancing. We have temporarily closed our office to clients to protect and care for those who work with us, our clients, and the public. We are still available by email, phone, or teleconference.

We are all in this together. We will continue to monitor the COVID-19 situation and will follow guidance from public health officials and government agencies, and are looking forward to the return of normalcy, when we can meet with clients in person. Like those puppies, we will be waiting to greet you at the door.

We are looking forward to safely seeing you all soon.

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<strong>More Rates</strong>

More Rates

We are now offering a Fixed Annuity principle protected 3.50% per year for seven years! *

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<strong>Our History</strong>

Our History

We are here to help you save! Please reach out to us, so we can get you started today!

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<strong>BlackRock Podcasts</strong>

BlackRock Podcasts

BlackRock shared some interesting and informational podcasts that we encourage you to hear.

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Upcoming Events

LEGACY LIVE - Trust Planning After the Secure Act with Lou Sorgi

June 3, 2020
12:00p - 1:00p

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LEGACY LIVE - Market Risks and Rewards from Goldman Sachs

June 10, 2020
12:00p - 1:00p

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UPDATE: CANCELLED - 2020 Legacy Referral Rewards Cruise

This year we will set out for an afternoon cruise on the Boston Harbor for our clients and the referrals they have given us throughout the year!
June 10, 2020
2:00p - 5:00p

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<b>Legacy&#160;Financial Advisors, Inc. Celebrates 45 Years</b>

Legacy Financial Advisors, Inc. Celebrates 45 Years

On November 11th, 1974, Legacy Financial Advisors, Inc. was established! Thank you to everyone who has been apart of this journey with us. We appreciate all of our clients over the past 45 years and everyone who has been with us as we continue to grow.


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<b>Work Towards a Retirement</b>

Work Towards a Retirement

Our commitment is to help you work towards achieving a confident retirement by helping you work towards financial independence. At Legacy Financial Advisors, Inc., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute towards retirement. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment strategies and insurance products, so we can help protect our client’s lifestyle for a lifetime.

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