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. We will be there to greet you at the door.
We are looking forward to safely seeing you all soon.
Call us today to start planning ahead for your little ones.We are here to help you plan for all aspects of life.
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August 12th, 202012:00p - 1:00p
August 19th, 202012:00p - 1:00p
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THANK YOU to all our healthcare and frontline workers!
Your dedication and sacrifice are greatly appreciated by all of us at Legacy Financial Advisors.
As a way to say thank you, we donated to deliver meals to local healthcare workers at St Vincent Hospital, UMass Memorial and UMass Hahnemann campuses.
Check out these healthcare heroes
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 preserve assets by utilizing numerous investment strategies and insurance products, so we strive to preserve our client’s lifestyle for a lifetime.
We are now offering two Fixed Annuities principle protected at 3.25% per year for seven years and 2.40% per year for 3 years! *
*Fixed Annuities are products of the insurance industry and are designed for long-term retirement investing. Guarantees are subject to the claims-paying ability of the insurance company. Annuities generally contain fees and charges which include, but are not limited to, sales and surrender charges. Variable and fixed annuities may incur surrender charges if money is withdrawn before the end of the contract. All withdrawals of tax-deferred earnings are subject to current income tax, and, if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty.
Legacy Financial Advisors, Inc. has evolved into a comprehensive wealth management firm since the founders began in November 1974. As owners of Legacy Financial Inc., Paul and Linda Mauro are proud to be celebrating over 45 years of financial services with their home office in Worcester County.
We are here to help you save! Please reach out to us, so we can get you started today!
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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.
TO MANY MORE YEARS OF SERVICE & "LEGACIES"!
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